Could emerging markets bounce back if the U.S.-China trade dispute winds down? In this video update, Portfolio Manager Christine Tan examines the main factors that could move emerging markets.
Heightened geopolitical tensions have refocused attention on increasing military spending globally. Despite a strong start to 2026, markets continue to underestimate the scale and durability of Europe’s defense spending cycle, say Portfolio Managers Christopher O’Malley and Julian McManus.