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Emerging Markets: Why Waiting for Certainty Could Be Costly
Emerging markets have significantly evolved in recent years and offer a more compelling risk/reward setup than in the past. From deeper local markets to world-leading companies, EM presents a stronger opportunity than geopolitical volatility
- Date published
- 23 Sep 2026
- Tag
- Emerging Markets
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Is the UK Consumer Quietly Coming Back?
Households have weathered inflation, rate rises and multiple Budget jitters — but keep coming out more resilient than the headlines suggest. We see opportunities for the patient investor.
- Date published
- 10 Sep 2026
- Tag
- UK Equities
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Emerging Markets: Monthly Update August 2026
Our AI holdings have come through the latest volatility with fundamentals intact and we believe continued delivery of strong operational and financial results can allay fears about the July selloff.
- Date published
- 31 Aug 2026
- Tag
- Emerging Markets
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World-Class Innovation, UK Listed
Ask investors to name the world’s innovation hubs and the UK may not be the first market that comes to mind, but dig a little deeper and the UK market offers exposure to innovative themes, often at a discount to other markets.
- Date published
- 4 Aug 2026
- Tag
- UK Equities
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Beyond Silicon Valley: Where AI Value Is Really Created
Many companies supplying scarce, high demand AI infrastructure are based in emerging markets, creating a differentiated route into AI growth through scale, consolidation and pricing power.
- Date published
- 3 Aug 2026
- Tag
- Emerging Markets
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Emerging Markets: Monthly Update July 2026
The Strategy outperformed in a narrow market environment due to stock selection among technology stocks, primarily in South Korea.
- Date published
- 31 Jul 2026
- Tag
- Emerging Markets
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Emerging Markets: Second Quarter Commentary 2026
We are managing concentration risk through allocations to China and India while maintaining dedicated exposure to secular AI growth trends.
- Date published
- 30 Jun 2026
- Tag
- Emerging Markets
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The King of the North? What Burnham Could Mean for UK Equities
With Keir Starmer out as Prime Minister, Ben Russon highlights what this could mean for UK equities.
- Date published
- 22 Jun 2026
- Tag
- UK Equities
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UK Equities: Why the UK market’s resurgence has further to run
Ben Russon, Co-Head, UK Equities of ClearBridge Investments says global leaders, strong income and low valuations mean the UK market’s recovery is far from over.
- Date published
- 30 Apr 2026
- Tag
- UK Equities
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UK Equities: Middle East conflict reflections
Global equity markets are facing heightened geopolitical risk and volatility as the Middle East conflict continues. Ben Russon, portfolio manager at ClearBridge Investments, believes that despite inflation challenges at home, UK equities stand out
- Date published
- 28 Apr 2026
- Tag
- UK Equities
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UK Equities: Global diversification hiding in plain sight
Though London-listed, UK equities are often global businesses earning most revenues overseas. Trading at a 30% discount to global indices, Jo Rands explains why we think it's time to reconsider the UK.
- Date published
- 23 Mar 2026
- Tag
- UK Equities
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UK Equities: Performance Has Returned, Value Remains
UK equities have surged back into favour - yet the opportunity is far from fully priced in. Despite strong index performance and improving macro conditions, the market continues to trade at a meaningful discount to global peers. Beneath the headline
- Date published
- 3 Mar 2026
- Tag
- UK Equities