Find ideas for investing effectively in emerging and frontier economies
Our EM Equity team discusses humanoid robots, which are emerging as one of the most visible and potentially scalable applications of the AI trend.
Global sustainability funding needs are overwhelmingly concentrated in emerging markets, yet impact capital still skews to developed markets. The September Emerging View sets out why EM public debt...
By Daniel Morris, Chief Market Strategist Emerging market equities are having a good run. They have easily beaten developed markets...
• Kevin Warsh’s “hawkish” stance in the face of persistent inflation and US economic resilience led to a rise in interest rates, weighing on risky assets.• In the eurozone, August inflation rose to...
China’s AI models raise questions about US models’ pricing, spending and valuations. We examine why we favour hyperscalers and semiconductor firms as winners of the next AI phase.
Emerging markets are a rich hunting ground for active managers, but volatility is embedded in the asset class.
India’s BRICS Presidency: “Building for Resilience, Innovation, Cooperation and Sustainability.”
The opportunity set across emerging markets is much wider than the AI-driven rally suggests.
In the six months since the start of the Iran war, global growth has remained resilient, while inflation has stayed above target.
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