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Equity

2026 Mid-Year Fundamental Equity View

June 9, 2026

The second-half 2026 equity outlook reflects evolving market leadership, shaped by earnings trends, inflation pressures, and structural themes such as AI and infrastructure.

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Emerging Markets: Pillars of Opportunity and Potential

January 21, 2026

After years of lagging developed market returns, emerging market equities are reasserting their relevance.

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AI: Achieving Scale

January 21, 2026

Artificial intelligence is the most far-reaching technological development since the creation of the internet, and its potential has attracted investors.

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