Emerging market equities have staged a powerful comeback, led by AI-related companies in Korea and Taiwan. However, the bigger long-term EM opportunity favors a systematic, broad-universe approach.
While estimates of AI spending across regions are hard to find, every available measure shows the scale of investment in Europe is an order of magnitude smaller than in the US and China.
Investor enthusiasm for space skyrocketed this spring when SpaceX launched its initial public offering (IPO) just weeks after NASA sent four astronauts to the far side of the moon.