Views & News

Deflationary challenges arising in China, its rarity in emerging markets, and the influence of political decisions on shaping the economic landscape.

Emerging markets surge, tech sector booms with EV and AI stocks, and contrasting performance and quality concerns come to light.

Watch as Christopher Lees, CFA, discusses the extraordinary outperformance by USA Mega-caps and where the team is seeing opportunities in 2023.

Explore the correlation between currency dynamics, equity market moves, and economic factors to help capitalize on emerging market opportunities.

Discover the potential of AI and machine learning in emerging markets, where innovative technologies have potential to drive growth and reshape industries.

Decisive monetary policy has brought inflation under control in Mexico and Brazil, helping to lift the value of their currencies and support growth.

As the dust settles after pivotal elections, what has kept us cautious, and what are the prospects for political change

Demand for semiconductors is an indicator of the health of the global economy. Right now, things are looking as weak as ever.

Chinese oil demand has largely been correlated with GDP growth, but the nature of that relationship is changing.

In this short video, Christopher Lees, CFA, speaks to the strategy's performance and discusses what he and Nudgem Richyal, CFA, are most excited about looking into the next quarter.