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Investor uncertainty made for volatile markets, with questions remaining around artificial intelligence company valuations and the prospect of a U.S. rate cut next month, as delayed employment data...
China continues to demonstrate robust economic growth, despite global uncertainty. Ygal Sebban, Investment Director, Emerging Markets Equities, highlights the country’s resilience and its potential...
S&P Latin American equities have done well in 2025, with Peruvian equities demonstrating strong performance even beyond this year (see Exhibit 1). The S&P Peru Select 20% Capped Index had an annual...
Investments from the US gov't make this time different The recent US-China agreement may secure short-term access for rare earth elements, but it doesn't alter the strategic need for domestic suppl...
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As we wrap up our discussion on the S&P/BMV IPC CompMx Trailing Income Equities ESG Tilted Index, it is important to explore the context surrounding its recent performance and emphasize the cyclica...
In our latest webinar, speakers Jerome Booth, Ian Simmons and CJ Morrell explored where today’s most compelling opportunities are emerging, why selective active exposure can outperform passive allo...
Watch our latest video as Victor Erch from The Redwheel Emerging and Frontier Markets team shares insights from his recent trip to Uzbekistan and discusses the country’s exciting transformation, ri...
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