Gramercy "A Better Approach to Emerging Markets"

Gramercy Funds Management LLC is an asset management firm based in West Palm Beach, FL, with offices in Greenwich, CT, London, Buenos Aires and Mexico City.

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

Take a look at what mattered most this week - from U.S. inflation data, to key central bank decisions, to developments on Ukraine. Check out our EM Weekly, and see you in 2026!
EM Weekly December 20, 2025 - Gramercy - A Better Approach To EM

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

Our EM Weekly brings you the most important moments in markets this week, and geopolitical updates on Ukraine, Venezuela, Honduras and more: https://t.co/Akl9EQmy6Q

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

Get the inside track from Capital Solutions head Gustavo Ferraro and his team as they discuss the distinct advantages and untapped opportunities of Private Credit in Emerging Markets: https://t.co/JegdkLeKXg

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

Our latest EM Weekly explores the end of the government shutdown, what could be next for U.S. interest rates, and dives into developments on South Africa, Hungary, and Chile's upcoming elections. For more detail and analysis, see our report:
https://t.co/BlAjnyFtMw

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

This week, Philip Meier, Gramercy's London-based Deputy CIO, dives into global equities, the U.S. Supreme Court tariff deliberations, and economic news from the eurozone. For greater detail and analysis, see our EM Weekly report here: https://t.co/7IBgnSXEnc

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

Insights on the U.S. economy, EM flows, and more in Gramercy’s Q4 Outlook, just published: https://t.co/V9x818LHQy

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

Check out our EM Weekly on the U.S. government shutdown, more tension between the EU and Russia, and the latest in global markets: https://t.co/ZLCKfevRDE

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

Gramercy's just-released EM Weekly examines the conflicting U.S. inflation data - will the Fed cut in September? It also dives into the latest trends in EM credit, the Trump-Putin summit, and positive macro developments in India and Pakistan. Read it here:
https://t.co/uzVgP75Pgp

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

From our CIO Robert Koenigsberger: All eyes are on the fragile Israel-Iran ceasefire. But Iran could still attempt to close the Strait of Hormuz, which would lead oil prices to spike. According to @GoldmanSachs a 50% reduction in flows could drive Brent to $110 bbl.

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

From our CIO Robert Koenigsberger: Well that was seemingly quick. Hence the fast reversal in risk market sentiment. But questions remain:
Is this a real cease-fire or a pause?
What are the terms of the agreement? Most agreements have some sort of quid-pro-quo. #iran-israel

[Mohamed A. El-Erian @elerianm]

Reflecting historical market behavior that has worked well, financial markets are comfortable this morning partially unwinding Friday's geopolitically-induced moves.
This is reflected in higher US equity futures, alongside declines in gold and oil prices.
Meanwhile, US government bond yields, which unexpectedly edged higher on Friday, are extending that move this morning, with the 10-year yield at 4.45%.
#economy #markets #gold #oil #stocks #bonds #investing #investors

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

For the latest analysis on Israel's attack on Iran, the dollar's continued weakness, the China-U.S. trade framework and more, see CIO Robert Koenigsberger's Quick Take and our EM Weekly: https://t.co/kcqqptXT3a

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

https://t.co/qs3oKF1yGK

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

A wrap on the week in EM, and what to look out for now:
https://t.co/lIvnOIs3Hl

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

Our Managing Partner and CIO, Robert Koenigsberger, shares his insights in last week's @FinancialTimes https://t.co/cOz3dFR63w

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

Our head of Capital Solutions, Gustavo Ferraro, and our Head of International Capital Markets, Hamad A. Almudhaf, CFA, in Riyadh at the Saudi Arabia Private Markets Meeting. Gramercy is excited to be a sponsor of this event and have Gustavo participate in the keynote panel.

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

Our Managing Partner and CIO, Robert Koenigsberger, is please to announce Gramercy Funds Management LLC as the title sponsor for the Markets Group 12th Annual Central States Institutional Forum next week, where he will deliver a featured speech.

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

https://t.co/EwUSLs02UI

[Gramercy "A Better Approach to Emerging Markets" @GramercyFunds]

Congratulations and thank you to Gramercy Funds Management's Special Situations team for another win, win, win! This has benefitted the law firm's clients, our investors and team members alike. Bloomberg Law piece: https://t.co/OYV5hhIAz4
#investing #multiasset #litfin #markets