Markets soar on rate cut hopes

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SDG Engagement Equity Q4 2023 case study

Silicon Labs
Are EM growth stocks set to rebound?

Fast reading Emerging market (EM) growth stocks have underperformed EM value by 23.8% from end-2020 to October 2023. EM value’s outperformance comes despite the fact that it carries almost twice the amount of leverage compared to EM growth1. In the face of rising costs of capital, there is a reduction in operating profits available for […]
Sustaining the momentum

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Eine gerechte Klimawende

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Längerfristig höhere Zinsen

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China: Die Wachstumsfrage

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Innovatoren: Ein Katalysator im Anmarsch

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Künstliche Intelligenz: Es kommt auf den Algorithmus an

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