Explore Every Angle

EM ex-China is attracting attention as investors look beyond China to opportunities in technology, demographics, and supply chain shifts.

We believe Brazil’s current backdrop of attractive valuations, monetary easing, and upcoming elections creates a timely opportunity for active investing.

We believe India’s favorable demographics, reforms, and digital transformation may support long-term growth opportunities for active investors.

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

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