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Newton’s three laws of motion frame our thinking around Federal Reserve policy, corporate fundamentals, and geopolitics, as well as the potential opportunities we see for the back half of 2026, from materials and energy to data centers and defense tech.
We’re bullish on Emerging Markets, but the asset class is not one size fits all. We explore different markets and how they could fit in portfolios, from captivating strikers like Argentina to more defensive plays like EM consumption, dividends, and bonds.
We cut through the noise and economic contradictions to provide actionable insights on our highest-conviction investment themes.
In addition to attractive valuations relative to U.S. equities, international allocations can provide diversification benefits and a hedge against U.S. dollar weakness.
"In the first law, Newton states that an object at rest stays at rest unless acted upon by an unbalanced force, and an object in motion stays in motion. And we think the economy and the markets broadly are in motion right now."
Scott Helfstein, Head of Investment Strategy
Macro Outlook for the Second Half: An Interview with Scott Helfstein
Midyear Emerging Markets Check-In: An Interview with Malcolm Dorson
We believe companies/themes delivering consistent fundamentals can keep outperforming and driving markets, even amid a tougher macro backdrop. Margin expansion is exactly where we expect AI's benefits to show.
Join Seana Smith and Scott Helfstein as they take a macro view of the economy and markets and discuss what's ahead.
Join Seana Smith and Malcolm Dorson as they discuss what's driving emerging markets and what comes next.
