Explore Every Angle

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.

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

U.S. Treasury yields ended the second quarter up, and volatility in interest rates and credit spreads increased due to the Iran war.

EM equities rallied on AI-driven tech demand. EMC's performance for the quarter matched the benchmark as stock selection offset Korea/Taiwan underweights.