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  The Hormuz Domino Effect
  
  Explore how disruptions in the Strait of Hormuz extend beyond oil markets and what that could mean for your portfolio.
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  The Hormuz Domino Effect
  
  Explore how disruptions in the Strait of Hormuz extend beyond oil markets and what that could mean for your portfolio.
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  The Hormuz Domino Effect
  
  Explore how disruptions in the Strait of Hormuz extend beyond oil markets and what that could mean for your portfolio.
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  The Hormuz Domino Effect
  
  Explore how disruptions in the Strait of Hormuz extend beyond oil markets and what that could mean for your portfolio.
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Education
The Hormuz Domino Effect

Explore how disruptions in the Strait of Hormuz extend beyond oil markets and what that could mean for your portfolio.
LEARN MORE
Insights
- All Insights
The Hormuz Domino Effect

Explore how disruptions in the Strait of Hormuz extend beyond oil markets and what that could mean for your portfolio.
LEARN MORE
Resources
The Hormuz Domino Effect

Explore how disruptions in the Strait of Hormuz extend beyond oil markets and what that could mean for your portfolio.
LEARN MORE
Our Firm
The Hormuz Domino Effect

Explore how disruptions in the Strait of Hormuz extend beyond oil markets and what that could mean for your portfolio.
LEARN MORE

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Recommended

February 11, 2026

Emerging Markets Bonds

Higher Yields, Attractive Value in EM Local Currency Bonds

Fran Rodilosso

William Sokol

EM local currency bonds delivered strong 2025 performance
EM fundamentals are attractive relative to developed markets
How to gain diversified exposure to EM local currency bonds

November 17, 2025

Emerging Markets Bonds

The Case for EM Bonds: High Yields, Better Value

Eric Fine

William Sokol

David Barros

How EM bonds fit in a de-dollarizing world
Why emerging markets debt has been attractive in today’s market
How our investment process finds compelling opportunities in evolving geopolitical conditions

Emerging Markets Bonds

Outperforming in Plain Sight: Demystifying Emerging Market Bonds

Eric Fine

Natalia Gurushina

Fran Rodilosso

William Sokol

What’s driving emerging market bond outperformance
How EM fundamentals compare to developed markets
Why now is the time to consider higher exposure

Emerging Markets Bonds

Diversify Beyond the U.S. with EM Local Currency Bonds

Fran Rodilosso

William Sokol

EM local currency bonds have strongly outperformed other major global fixed income asset classes this year

EM fundamentals are attractive relative to developed markets

How to gain diversified exposure to EM local currency bonds through EMLC, the largest, most liquid U.S. listed ETF providing access to this asset class

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