EM/DM risk is being read differently — because the reference frame for sovereign risk has shifted. A Rethink of EM/DM Paradigm linkedin.com/pulse/rethink-… via LinkedIn

An excerpt from my 2026 investment landscape; published this week. When uncertainty becomes structural, capital discriminates. La asignación de capital tenderá a concentrarse, titubear y alinearse políticamente en contextos de incertidumbre - Infobae infobae.com/opinion/2026/0…