Today has obviously been an awful day in the markets, particularly for equities and industrial commodities. But stepping back from the headlines, six more positive points are worth stressing.

An 8.5% fall in the Shanghai Composite Index has sent shockwaves through EM equity markets, but we continue to think that there are few parallels between what is happening now and previous crises...

The Norwegian krone has been the worst-performing G-10 currency since the middle of last year – it has lost more than a quarter of its value against the US dollar. Still, given the prospects for the...

Local currency government bonds have been a port in the emerging market (EM) storm during the past year, as investors have revised down their expectations for policy rates. While they are now...