Gold Demand Trends: Q4 and Full Year 2025 (World Gold Council)
Gold demand hit record levels in 2025. Total gold demand (including OTC) topped 5,000t during a year which saw 53…
Emerging Markets Outlook
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Emerged: The structural re-rating of Emerging Markets (FTSE Russell)
In the last 25 years, emerging markets (EMs) collectively have meaningfully reduced their macroeconomic and…
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Changing Capital Intensity and the Case for Non-U.S Equities (MFS)
Discover why emerging markets could be poised for another strong year as developed market capital intensity…
Emerging Markets: AI "Picks and Shovels," ROIC, and the Great Supply Chain Reshuffle (Mawer IM)
Wen Quan Cheong, Co-Manager of Mawer’s emerging markets equity strategy, outlines four major themes shaping the…
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