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Bloomberg Línea · Quoted expert ESOriginal title: Dólar en Bolivia: ¿cómo se fijó el tipo de cambio desde 2011 y qué otros países lo hacen?

Dólar en Bolivia: ¿cómo se fijó el tipo de cambio desde 2011 y qué otros países lo hacen?

Fortun traces Bolivia's exchange-rate arrangements and the policies that encouraged use of the domestic currency.

Global Macro Views: Keys to Sustained Economic Growth

Marcello Estevão · Jonathan Fortun / Institute of International Finance

Paraguay, Ethiopia, Vietnam and Poland illustrate how different starting conditions call for different growth strategies. Agricultural development, public investment, market reforms and European integration each played distinct roles. The comparison emphasizes international trade and investment alongside domestic reforms, while identifying the institutional, innovation and demographic challenges that remain.

Global Macro Views: The Fed Easing and EM Capital Flows

Jonathan Fortun · Marcello Estevão / Institute of International Finance

Federal Reserve easing can attract capital to emerging markets and strengthen their currencies, improving the appeal of local assets. The September 2024 analysis also examines the tradeoffs: currency appreciation can hurt exporters, while dependence on mobile capital creates vulnerability when US monetary policy eventually tightens again. Effects differ across asset classes.

Bloomberg Línea · Quoted expert ESOriginal title: Trabajar después de 65 años en Latinoamérica: ¿qué explica los altos niveles en Bolivia o Perú?

Trabajar después de 65 años en Latinoamérica: ¿qué explica los altos niveles en Bolivia o Perú?

Fortun links employment after retirement age to deficient pension coverage, informality and underemployment.

Global Macro Views: The Global Outlook

Marcello Estevão · Jonathan Fortun / Institute of International Finance

The September 2024 outlook combines slowing global growth with expectations of substantial Federal Reserve easing. Lower US rates could support emerging markets, but regional exposures differ. Geopolitical tensions, the US election and changes in trade policy frame the risks, while stability and technological progress shape the prospects for 2025.

Newsweek Japan (Reuters) · Quoted expert JAOriginal title: 新興国株式・債券市場、8月の海外からの投資は309億ドル＝ＩＩＦ

新興国株式・債券市場、8月の海外からの投資は309億ドル＝ＩＩＦ

Fortun explains how expectations of Federal Reserve rate cuts supported strong investment in emerging-market bonds in August.

IIF Capital Flows Tracker: September 2024

Jonathan Fortun / Institute of International Finance

Debt investment accounted for nearly all emerging market portfolio inflows in August 2024: $29.2 billion of a $30.9 billion total. Equity inflows were modest at $1.7 billion, while Chinese stocks saw withdrawals of $1.5 billion. The breakdown reveals how strong bond demand can coexist with continued equity weakness in China.

Reuters / MarketScreener · Quoted expert

Foreigners pour $31 billion into EM portfolios in August, with Fed in sight -IIF

Fortun discusses emerging-market inflows as investors anticipate changes in Federal Reserve policy and reassess portfolio allocations.