Emerging Markets, Reframed (PGIM)
How stronger fundamentals and shifting global dynamics are reshaping EM's portfolio role.
Markets Outlook
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The Next Cycle May Require More Than Ownership (MFS)
For more than a decade, the markets have rewarded ownership — as the capital cycle shifts, however, the economics…
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Memory, Part 1: From Boom-Bust Commodity to AI Bottleneck | Ep 223 (Mawer IM)
One of the defining market stories of the past 12 months has not been AI chips that compute, but the chips that…
Macro Brief: AI in Europe – Implications for Productivity (Capital Group)
With U.S. hyperscalers driving the AI boom, Europe has been absent from the excitement surrounding this technology…
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