Section
South Korea
10 posts
Below Book, Below the Radar: South Korea's Deep-Value Opportunity
Beneath the surface of one of the world's most-discussed AI market bubbles, a research team at Verdad has…
The Investment Cycle Just Got Bigger: KKR's McVey Returns From Europe and Asia With a Wider Frame
KKR's Henry McVey, Head of Global Macro and Asset Allocation and Aidan Corcoran, CIO of KKR's Balance Sheet,…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The $965 Billion Argument for Rethinking Emerging Markets
Kevin Carter, Founder and CIO at EMXETF, traces the capital flow most EM allocations are still positioned to miss.
Emerging Markets: JPM’s New Strategic Investment Case
For fifteen years, the case for emerging markets was a story told with conviction and rewarded with mediocrity.…
The Next Phase of Broadening: HSBC AM Says the Equity Cycle Is Widening, but the Bar Is Rising
Equity markets have spent much of 2026 leaning on a single sturdy crutch: profits. In its August 2026…
The Broadening Out
When Big Tech Cheapens and the Rest of the World Catches Up
Korea: Where Industrial Might Meets Financial Ambition
In a new research note published August 10, 2026, Deutsche Bank strategists Perry Kojodjojo and Chen Kan lay…
The Great Rotation: Momentum, Valuation, and the Emerging Opportunity Set
The investment landscape is undergoing a structural realignment — one that rewards diversification for the first time in…
When One Company Has Two Prices
SK Hynix's ADR premium is a window into something larger
The Lost Decade Is Over: Allspring Makes the Case for Emerging Markets 2.0
A decade of U.S. equity exceptionalism has conditioned investors to look past emerging markets. Allspring's Alison Shimada, Elaine Tse, and James Gudger argue that conditioning is now a liability.