With macro risks elevated it’s all about stock selection
Balancing uncertainty and optimism
The substitution effect: AI and the labour market
European smaller companies outlook
'Higher for longer’ rates will curb inflation, so quality is the way to go
Japan Equity: a strong track record in an exciting market
Global Emerging Markets
Emerging markets are fast becoming the driver of global growth. This underpins the most exciting theme in emerging markets – the rise of the middle class and its evolving consumer pattern, from tourism to the pioneering of new products and services.
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