Tailwinds for emerging markets include the weak dollar and AI spending
Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand…
05/11/25
Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand…
05/11/25
Among the three biggest economies, the US, China and Europe, the US seems the most significant source of market volatility…
04/11/25
To help investors find their way among the wealth of exchange-traded funds, watch our video and discover which factors to…
03/11/25
The latest earnings reporting season has started out well, with a particularly high number of US companies raising their guidance…
30/10/25
Ahead of November’s COP30 climate summit, Thibaud Clisson, Climate Change Lead, explains where we stand on collective efforts to limit…
30/10/25
Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going…
29/10/25
US earnings results for the third quarter have so far beaten high expectations, while European companies have undershot a far…
29/10/25
The fourth quarter of the year has historically seen the best performance, at least for US and emerging market equities.…
29/10/25
Discover the insights behind the hype. In their new paper Artificial intelligence: not a bubble…yet, Portfolio Managers Pamela Hegarty and…
27/10/25
As US trade agreements stand at mid-October, the overall average effective tariff rate1 confronting US consumers is 18.0%, according to…
23/10/25