Emerging Markets Spotlight – June 2026
South Korea’s semiconductor boom has fuelled record exports, yet the won remains weak. We examine why capital outflows matter and what this means for investors.
Emerging markets are not what they used to be, neither should their allocation
Could the real winners of the AI revolution be in emerging markets? Discover how AI is reshaping EMs and creating new investment opportunities.
How AI, GLP-1s and de-globalisation are reshaping growth, value and quality
AI, GLP-1 drugs and de-globalisation are redefining growth, value and quality, creating new winners and losers across markets and reshaping investment opportunities.
Energy Resilience: The Next Long-Term Investment Theme
Geopolitical tensions are accelerating investment in energy resilience, creating opportunities across LNG, renewables, nuclear, electrification and domestic energy infrastructure globally.
How can we help?
From our very first conversation to ongoing support, our teams of experts are here to answer your investment needs.