Roger Mark

Elections

Turkey at a crossroads

Grant Webster and Roger Mark look at how markets have reacted to uncertainty around this month’s historic elections in Turkey and find a more nuanced outlook for fixed income investors than recent market moves imply.

Emerging perspectives

EM sovereign debt: on track for net zero?

A year on from the launch of our Net Zero Sovereign Index, our EM Debt team explains how it now measures alignment with Paris climate goals and what that means for investors.

Emerging markets

Ukraine inches towards IMF disbursements

Last year, Ukraine’s IMF programme seemed in jeopardy. Roger Mark explains how recent developments have nudged things back on course and why investors should care.

Emerging perspectives

A surprise decision from the Turkish central bank

Turkish central bank’s decision not to raise interest rates was unexpected, and increases the probability of further currency volatility and ultimately a hard landing.

Notes from the road

Notes from the road: Central and Eastern Europe is ripe for relative-value investing

Roger Mark shares insights gained from his recent trip to Central and Eastern Europe, where broad macroeconomic trends appear positive. An increasingly diverse outlook for monetary policy, coupled with country-specific dynamics, creates a rich hunting ground for active investors.

Press release

The year of the ballot

In 2024, eight of the world’s 10 most populous nations - the US, India, Brazil, Indonesia, Bangladesh, Mexico, Pakistan, and Russia - go to the polls in the same year for the first time ever. With more than 50 countries electing governments, Ninety One’s Emerging Markets Fixed Income team believes we can reasonably expect FX volatility.

Elections

Turkey – a more measured election response bodes well for the economic outlook

After local elections deliver a heavy blow to the incumbent party, Roger Mark reflects on President Erdoğan’s surprisingly conciliatory tone and apparent ongoing commitment to orthodox policymaking, and considers what this means for fixed income investors.

Emerging markets

Net Zero Sovereign Index: annual insights, 2023

For the first time since the launch of our Net Zero Sovereign Index, the top 10 countries are all emerging markets.

3 minutes

Deliberating EM debt

EM sovereign emissions measurement: a different perspective

Common approaches among asset allocators risk preventing progress towards net zero and missing out on a structural investment theme

Elections

Turkey at a crossroads

Grant Webster and Roger Mark look at how markets have reacted to uncertainty around this month’s historic elections in Turkey and find a more nuanced outlook for fixed income investors than recent market moves imply.

Emerging perspectives

EM sovereign debt: on track for net zero?

A year on from the launch of our Net Zero Sovereign Index, our EM Debt team explains how it now measures alignment with Paris climate goals and what that means for investors.

Emerging markets

Ukraine inches towards IMF disbursements

Last year, Ukraine’s IMF programme seemed in jeopardy. Roger Mark explains how recent developments have nudged things back on course and why investors should care.

Emerging perspectives

A surprise decision from the Turkish central bank

Turkish central bank’s decision not to raise interest rates was unexpected, and increases the probability of further currency volatility and ultimately a hard landing.

Notes from the road

Notes from the road: Central and Eastern Europe is ripe for relative-value investing

Roger Mark shares insights gained from his recent trip to Central and Eastern Europe, where broad macroeconomic trends appear positive. An increasingly diverse outlook for monetary policy, coupled with country-specific dynamics, creates a rich hunting ground for active investors.

Press release

The year of the ballot

In 2024, eight of the world’s 10 most populous nations - the US, India, Brazil, Indonesia, Bangladesh, Mexico, Pakistan, and Russia - go to the polls in the same year for the first time ever. With more than 50 countries electing governments, Ninety One’s Emerging Markets Fixed Income team believes we can reasonably expect FX volatility.

Elections

Turkey – a more measured election response bodes well for the economic outlook

After local elections deliver a heavy blow to the incumbent party, Roger Mark reflects on President Erdoğan’s surprisingly conciliatory tone and apparent ongoing commitment to orthodox policymaking, and considers what this means for fixed income investors.

Emerging markets

Net Zero Sovereign Index: annual insights, 2023

For the first time since the launch of our Net Zero Sovereign Index, the top 10 countries are all emerging markets.

3 minutes

Deliberating EM debt

EM sovereign emissions measurement: a different perspective

Common approaches among asset allocators risk preventing progress towards net zero and missing out on a structural investment theme

Elections

Turkey at a crossroads

Grant Webster and Roger Mark look at how markets have reacted to uncertainty around this month’s historic elections in Turkey and find a more nuanced outlook for fixed income investors than recent market moves imply.

Emerging perspectives

EM sovereign debt: on track for net zero?

A year on from the launch of our Net Zero Sovereign Index, our EM Debt team explains how it now measures alignment with Paris climate goals and what that means for investors.

Emerging markets

Ukraine inches towards IMF disbursements

Last year, Ukraine’s IMF programme seemed in jeopardy. Roger Mark explains how recent developments have nudged things back on course and why investors should care.

Emerging perspectives

A surprise decision from the Turkish central bank

Turkish central bank’s decision not to raise interest rates was unexpected, and increases the probability of further currency volatility and ultimately a hard landing.

Global

Roger Mark

Analyst

About

In the company since

Years in the industry

More from Roger Mark

Turkey at a crossroads

EM sovereign debt: on track for net zero?

Ukraine inches towards IMF disbursements

A surprise decision from the Turkish central bank

Notes from the road: Central and Eastern Europe is ripe for relative-value investing

The year of the ballot

Turkey – a more measured election response bodes well for the economic outlook

Net Zero Sovereign Index: annual insights, 2023

EM sovereign emissions measurement: a different perspective

Turkey at a crossroads

EM sovereign debt: on track for net zero?

Ukraine inches towards IMF disbursements

A surprise decision from the Turkish central bank

Notes from the road: Central and Eastern Europe is ripe for relative-value investing

The year of the ballot

Turkey – a more measured election response bodes well for the economic outlook

Net Zero Sovereign Index: annual insights, 2023

EM sovereign emissions measurement: a different perspective

Turkey at a crossroads

EM sovereign debt: on track for net zero?

Ukraine inches towards IMF disbursements

A surprise decision from the Turkish central bank

Global