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Report
13 February 2026
We believe the EM rally has the potential to be prolonged and significant
Five reasons to be bullish on China (and one key risk to be aware of).
A weekly view from our portfolio managers into the trends shaping markets right now.
Market broadening accelerates as software gets its 'DeepSeek' moment.
A weekly view from our portfolio managers into the trends shaping markets right now.
From a subpoena to a nomination, the Fed has dominated the headlines.
Nel 2025, la performance straordinaria della strategia è stata spinta dalle azioni della Corea del Sud.
If the future keeps bond investors awake at night, the present is complicated too.
Report
23 January 2026
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