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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India’s Clean Energy Moment (Amundi)
India's policy shifts are de-risking clean energy and creating investable opportunities as private capital…
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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…
Long-Term Capital Market Expectations - Europe Regional January 2026 (MFS)
Europe regional edition of our Long-Term Capital Market Expectations. These proprietary expectations look at…
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Tech tantrums, Jake Sullivan speaks, and VenezuelaExplore this selection of high-quality insights…
Mapping the new geopolitical landscape in the age of AI
Over the last decade, geopolitics has become a growing concern...
The long view: The evolution of fixed income markets
The Long View brings investors the latest, most in-depth, and most pragmatic takes on the forces…