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Fixed Income, Fixed Income for Brazil in 2026
The combination of weak demand, waning inflation pressures, supportive commodity export prices, continued fiscal balance, a cautious but easing BCB and the highest real rates on the planet all point to strong BRL carry and local duration returns in 2026, and we maintain strong exposure here. By contrast, we see little reason to be excited about growth and equities.
Fixed Income, Fixed Income for Brazil in 2026 (Webcast)Fixed Income, Fixed Income for Brazil in 2026 (PDF)
Corporate Chartbook
Our semi-annual guide to EM listed corporate trends by charts and data.
EM Corporate Charbook (2022 Edition)How To Think About Emerging Markets (2026 Edition)
An opinionated guide to emerging markets
What is an Emerging Market? (How to Think About Emerging Markets, 2026 Edition, Part 1)How To Think About China (2025 Edition)
... and an opinionated guide to China
Property Boom and Property Bust (How to Think About China 2025 Edition, Part 4)Debt, Banks and the Budget (How to Think About China 2025 Edition, Part 5)
The Future of the Renminbi and the Closing of China (How to Think About China 2025 Edition, Part 6)
The Aging Crisis (How to Think About China 2025 Edition, Part 7)
How to Follow Macro Policy (How to Think About China 2025 Edition, Part 8)
Why Haven't I Made Money? (How to Think About China 2025 Edition, Part 9)