On their recent grassroots research trip to India, two of our emerging markets investors met with millennial consumers to learn more about their buying preferences and aspirations. They discovered…
Expectations were strong that an agreement ending the war, or at least putting it on hold, was imminent. Odds remain high that Trump and Chinese President Xi will soon come to terms. But suddenly a…
The recent round of U.S. tariffs and China retaliation boosted volatility in risky assets last week, but markets showed resilience through the week as both sides floated some conciliatory messages…
