Find ideas for investing effectively in emerging and frontier economies
Oil prices are up again on oil pipeline attacks and delayed talks. Some shifts in oil demand are enduring. China's scaled back demand, and the use of global oil reserves are not infinite, eroding r...
Emerging markets face mounting headwinds as rising US bond yields, seasonal market weakness, and El Niño-driven food inflation strengthen the US dollar, pressure equities, and erode consumer purcha...
Latin America is entering one of its most favorable environments in years, with both external and domestic conditions supporting a potential acceleration in growth. We see the opportunity as signif...
Emerging markets face persistent inflation and geopolitical risks. David Hauner discusses why EM carry remains attractive despite challenges, covering four key themes.
Global equity markets are broadening beyond AI leaders as investors seek new sources of earnings growth. Explore opportunities in artificial intelligence, value stocks, Emerging Asia, India, and lo...
Kimball Brooker explains how uncertainty around Chinese economic growth has impacted global equity markets and why the Global Value team is maintaining a cautious outlook as the yield curve remains...
Barely a week goes by without a government announcement positioning Thailand as the next hub for data centers, semiconductor manufacturing or AI supply chain infrastructure. The ambition is consist...
Active Emerging Markets ETF: 6.23% YTD excess return through disciplined stock selection for core EM exposure with benchmark awareness.
China's AI model wave is narrowing the frontier gap and redistributing value across the AI stack, with implications for infrastructure, hyperscalers, and enterprises.
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