Recessions make a democracy more likely to become a dictatorship, finds Ryan Murphy Institute of Economic Affairs #recession onlinelibrary.wiley.com/doi/abs/10.111…

"Geopolitical risk: The new norm" my latest interview - Investment & Pensions Europe (IPE) March 2020 ipe.com/home/briefing-…

"This a very expensive fiscal exercise," fund manager Eaton Vance's head of country research Marshall Stocker, said of the epidemic. "In every way it is going to challenge debt ratings". The New York Times nytimes.com/reuters/2020/0….

The quality of research and analysis as well as the ability to access markets will be key to achieving investment success at this critical time for EMD. financialstandard.com.au/news/fundament…

Isomorphic mimicry is an economic development cheat that investors must monitor when conducting fundamental research. institutional.eatonvance.com/viewpoints.php…

How is democracy impacting economic policy & investment strategy? It's not what you might expect! BondsAndLoans bondsloans.com/news/how-democ…

My latest academic publication evinces a country's sub-par level of economic complexity is remedied by increasing economic freedom...and investors should take note when this is happening. onlinelibrary.wiley.com/doi/10.1002/ij…

Can democracy make sovereign bonds of poorer countries more attractive? See Eaton Vance's insights here: dlvr.it/Rmsz8M #emergingmarkets

I certainly was excited when I said: “It's really accelerating. It's really dynamic and it's really interesting. There's going to be a lot that happens here." responsible-investor.com/articles/a-ver…

I just dropped my latest podcast with Marshall L. Stocker, co-head of EM debt at Morgan Stanley. We talk about how economic freedom affects investment performance, and the role investors can play in helping countries' development. Find it here: spotifyanchor-web.app.link/e/35se6SbAIwb

#cornellmba thank you Marshall L. Stocker for excellent presentation to alumni: first in last out in in Egypt uprising

I calculate the price of freedom in this quarter's Emerging Markets Review. Freedom is not cheap. Freedom is dear. sciencedirect.com/science/articl…

This week in “What the hell am I paying my fund manager for?” — emerging markets. ft.com/cms/s/0/40ad88…

What a great opportunity for the Austrian school of economic thought: ft.com/content/0dc9b4…