Explore Every Angle

Indian equities rebounded sharply in the second quarter, as easing Middle East tensions and falling energy prices reversed the first quarter's key headwind.

This month, we discuss disruptive trends in U.S. Electrification, Semiconductors, Defense Tech, U.S. Infrastructure, AI and Autonomous Driving.

Our quarterly preferred report details the main characteristics, yields, and performance of our preferred securities funds.

With Election Day approaching, we highlight scenarios for the U.S. midterms that could affect markets and certain investment themes more than others.

Brazilian equities pulled back in the second quarter, as the broad Emerging Market rally rotated toward AI linked technology markets.