Equity Insights
Door looks set to open for more emerging market countries to cut interest rates.
Meet Haider Ali
Meet Haider Ali
Meet Haider Ali
Meet Haider Ali, Associate Portfolio Manager, Emerging Markets Discovery Equity Strategy.
How innovations in artificial intelligence, health care, and the energy transition can create value.
Declining mean reversion and a focus on sustainable growth.
The rate-cutting environment will be particularly beneficial for ex-US markets.
Meet the Manager Paul Greene
Meet the Manager Paul Greene
Meet the Manager Paul Greene
Meet the Manager Paul Greene, Portfolio Manager, US Large-Cap Core Growth Equity Strategy.
Geopolitics, sticky inflation, and peaking earnings growth point to elevated volatility.
The outcome of the presidential election could have important implications for U.S. energy policy.
Attractive valuations aside, a catalyst is needed to drive a positive rerating of U.S. smaller companies—and the outlook is encouraging.
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