Find ideas for investing effectively in emerging and frontier economies
Strong export and energy resilience helped China start the year strong and weather the oil shock well in the second quarter (Q2). We don’t see a Q2 fiscal deployment slowdown to be a directional po...
Amid heightened market volatility and uncertainty, Rory Kutisker-Jacobson explains how a disciplined, valuation-driven approach helps distinguish genuine val...
Despite geopolitical shocks and heightened market volatility, African equities continue to offer compelling value. Rami Hajjar explains how stronger...
For asset owners seeking income, resilience and long-term exposure to Asia’s dynamic equity landscape, the case for dividend investing is increasingly compelling. Nilang Mehta, Head of Asia Dividen...
Global equities closed their best quarter since late 2020. Emerging markets remain the strongest-performing area, posting their best quarter since 2009....
Record ETF inflows topped $1 trillion in H1 2026 as investors favored active ETFs, bonds, technology, and emerging markets amid evolving macro risks.
In this commentary, Stefan Sommerville from our offshore partner, Orbis, examines the growing concentration risk in emerging market indices and explains how...
The US-Iran agreement has unblocked oil traffic through the Strait of Hormuz, causing Brent crude to fall to around $70 per barrel and fuelling the view that the energy crisis is now on the wane.
Few economies are as deeply embedded in the global technology supply chain as Taiwan. Its highly sophisticated chip manufacturing network benefits from demand across a broad range of high-value end...
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