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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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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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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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A Governance-First Foundation to Sustainability in Emerging Markets
Because ESG standards vary widely by country and company, governance offers a practical foundation for evaluating resilience, stewardship and long-term value creation.
- Date published
- 18 May 2026
- Tag
- Stewardship & Sustainability
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Resilience, Reforms, and the Road Ahead for India
India’s long‑term growth opportunity is underpinned by favourable demographics, rising domestic consumption and corporate reforms.
- Date published
- 24 Feb 2026
- Tag
- Emerging Markets
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Emerging Markets Equity Outlook: Tides are Turning
Structural market drivers remain, with technology surging on strong earnings, China recovering and India offering long term opportunities.
- Date published
- 28 Nov 2025
- Tag
- Emerging Markets
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Under the Radar: Why Now is the Time for Emerging Markets
Structural market drivers remain, with technology surging on strong earnings, China recovering and India offering long term opportunities.
- Date published
- 21 Nov 2025
- Tag
- Emerging Markets
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A beginner’s guide to semiconductors
An overview of the semiconductors, taking a look at the manufacturing process, key industry players and the current shape of the industry.
- Date published
- 10 Jun 2024
- Tag
- Emerging Markets