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Views from the EMD desk.
Senior Portfolio Manager Ian Simmons discusses the drivers behind renewed momentum in emerging markets, key reform stories and where he sees the most compelling opportunities ahead.
This month’s report examines the prospects for emerging market assets over the coming year. We think returns will be supported by solid global growth, easing U.S. monetary policy and a softening U....
Despite Nvidia’s stronger-than-expected results and upbeat guidance, investor sentiment remained fragile. A mixture of fatigue and doubts about AI, shifting expectations for a potential Federal Res...
Risk-off sentiment reversed as US liquidity expanded and bond yields recovered. NVIDIA earnings bolstered AI sector. Ukraine, South Korea, Malaysia, and Brazil saw trade progress; Mexico's economy...
The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...
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...
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