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Emerging Markets Equities

Emerging markets are not what they used to be, neither should their allocation

What if the biggest beneficiaries of the AI revolution aren’t the companies making headlines? As artificial intelligence reshapes global markets, emerging economies are becoming increasingly central to the technology supply chain. Investors need to rethink traditional emerging market allocations and where the next wave of AI-driven opportunities could emerge.

Emery Brewer

Ladislav Sabo

International Equities

How AI, GLP-1s and de-globalisation are reshaping growth, value and quality

AI, GLP-1 weight-loss drugs and de-globalisation are transforming the investment landscape, blurring the traditional lines between growth, value and quality. As these powerful forces disrupt industries, reshape consumer behaviour and redefine earnings potential, labels don’t look the same. Instead, the new focus is at the company level, those positioned to thrive in a rapidly changing world.

Christopher Lees

Nudgem Richyal

Global Equities

Energy Resilience: The Next Long-Term Investment Theme

As geopolitical tensions reshape global energy markets, the race for energy independence is accelerating. In our latest insight, we explore why energy resilience is emerging as a defining long-term investment theme across LNG infrastructure, renewables, nuclear power, electrification and domestic energy production as governments and industries future-proof energy systems against geopolitical and supply chain shocks.

Ben Leyland

Jasmeet Munday

Robert Lancastle

Emerging Markets Equities

Emerging Markets Spotlight – May 2026

As the Strait of Hormuz disruption reshapes global energy markets, investors are reassessing the implications for Asia’s growth, inflation and policy outlook. While challenges are emerging across energy-importing economies, market dislocations are also creating opportunities for active investors to differentiate between resilient markets, policy responses and long-term structural winners.

Ada Chan

James Syme

Paul Wimborne

Roshni Bolton

Emerging Markets Equities

Emerging Markets Spotlight – June 2026

South Korea is enjoying a semiconductor-driven export boom and one of the largest current account surpluses in emerging markets, yet the won remains near multi-decade lows. We explore how capital outflows, rather than trade dynamics, explain this disconnect, and why the Korean currency is becoming increasingly attractive over the medium term.

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