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Renewable Energy: The Rise of Emerging Markets

Beyond Conventional Wisdom Emerging markets carry a persistent reputation: that of economies dependent on a dirty energy mix, largely dominated by coal and hydrocarbons. Under this view, the energy transition is seen as a luxury for developed countries. Emerging economies would supposedly get there later, once their development cycle is complete. The facts tell a […]

The postal code effect or the mispricing of emerging markets: a field of opportunities hidden by the sovereign ceiling

The postal code effect or the mispricing of emerging markets: a field of opportunities hidden by the sovereign ceiling Identifying opportunities under the ceiling: Emerging market mispricing caused by the sovereign ceiling “Identifying and exploiting market dislocations caused by sovereign rating caps provides a distinct source of alpha and illustrates the type of market inefficiency […]

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