Insights

The experience of 2025 marked a decisive shift. Emerging Markets no longer behaved as a single macro trade driven by global liquidity, commodity cycles or single-country dominance. Instead, they became a collection of distinct national and sectoral drivers, shaped by domestic policy, reform momentum, corporate balance-sheet quality and exposure to global capital-spending cycles.

Learn more Emerging Markets Repriced: Dispersion, Reform and the Return of Alpha

A frequent topic in recent meetings has been whether the AI narrative, and the stocks linked to it, are showing signs of a bubble.

Learn more Taiwan, Supply Chain and AI: Powering the Next Phase of Growth

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.

Learn more Q1 2026 Investment Outlook & Portfolio Strategy

Agriculture aims to effectively meet the needs of investors seeking the benefits of diversification and an expansion of the efficient frontier of their portfolio. Even a modest exposure to the asset class can accomplish these objectives.

Learn more Diversification in Agriculture is Critical to Achieving Investor Objectives in the Asset Class