Content (3)
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White papersEmerging markets’ strength is coming from within
In 2026, emerging market (EM) equities are now being driven by domestic demand, innovation ecosystems and local capital, rather than the US business cycle. If you’re still treating EM as a high‑beta add‑on to developed markets, you’re investing with yesterday’s map.
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White papersEmerging markets are in pole position in the resources race
With key inputs for AI infrastructure and renewable energy primarily found within emerging economies in Latin America, Africa and Asia-Pacific, we think EM investors will be beneficiaries of the global race for resources.
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White papersRedefining value: From style category to investment discipline
How to define value investing? The traditional separation of value and growth implies two distinct styles with different return profiles. Yet, the companies assigned to either category evolve as earnings trajectories, capital allocation decisions, and valuation regimes change.
