For over a decade, the narrative surrounding emerging market (EM) debt has been dominated by a single, overpowering force: the United States Dollar. As the greenback surged from the mid-2010s through ...

Despite “Selling America” concerns tied to geopolitical uncertainty and policy risks, foreign investors increased U.S. Treasury holdings by more than $650 billion in 2025 to a record $9.27 trillion, ...

Every so often, a simple question reveals how narrow our field of vision can become. Ask a group of U.S.-based investors to name one of the top-performing country equity markets over the past year.