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Global Equity Observer
Quality "on sale"

Historically, periods of quality underperformance have been followed by a meaningful relative resurgence in quality stocks, which contributes to our view that quality offers one of the greatest opportunities in markets today.

04-Feb-2026
Article
Several Signs Point to a Bright 2026 Outlook for Emerging Markets Debt

The 2026 outlook for emerging markets debt is bright, as inflation eases, currencies offer value, and investors seek non-dollar assets. The Emerging Markets Debt Team explains.

04-Feb-2026
Tales From the Emerging World
AI's Silicon Backbone

Past technology cycles were demand-led and largely consumer-driven. Amay Hattangadi and Samson Hung explain how AI should be viewed as infrastructure, embedding itself directly into the economy in a manner closer to electricity than consumer hardware.

02-Feb-2026
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