Interviews, analysis and commentary in their original language.
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Fortun explains why April's rebound in emerging-market inflows gave way to renewed equity selling in May, despite more resilient demand for debt.
View detailsMarcello Estevão and Jonathan Fortun join Clay Lowery to discuss the IIF's midyear Capital Flows Report. They examine US economic outperformance, uneven emerging-market signals and how geopolitical shocks interact with existing weaknesses. The episode also addresses supply-chain disruption beyond energy and the policy risks accumulating for the second half of 2026.
View detailsFortun describes March portfolio outflows as concentrated in Asian equities after the outbreak of war in Iran. He distinguishes this selling from a generalized funding stop and explains how a prolonged conflict could make flows harder to stabilize.
View detailsFortun interprets February's slower emerging-market inflows as a return to normal after an exceptional January, rather than a fundamental shift in investor appetite.
View detailsA FLAR webinar on the outlook and risks for capital flows in Latin America, with discussion of global capital allocation, macroeconomic policy and financial stability.
View detailsFortun describes recovering emerging-market equity allocations and broader regional inflows, while noting persistent vulnerabilities beneath the headline improvement.
View detailsBloomberg reports on Rodrigo Paz’s proposed response to Bolivia’s fuel and dollar shortages after his election. Citing Jonathan Fortun’s written analysis, it highlights how a gradual adjustment depends on financing, credibility and the prospect of IMF support.
View detailsFortun warns about Bolivia’s fiscal imbalance and the potential disruption from adjustment as Rodrigo Paz campaigns in the presidential runoff. Reuters examines Paz’s economic promises and the voters he is trying to attract.
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