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India’s recent relative underperformance has investors questioning its “mojo.”   Amay Hattangadi and Saurabh Mishra argue that India’s recent lag versus emerging market peers has less to do with fundamentals and more with a global rotation into AI-linked markets. History suggests the odds of comeback remain compelling.

In “When every data business looks like a target” we assessed the impact of Advanced AI on Financial Information Services. This month we look at high quality niches within the Industrials sector, particularly our Professional Services holdings. Our analysis suggests that these very different businesses should continue to have high barriers to entry and, in many instances, have already been embracing the Advanced AI opportunity.

A generational shift is transforming the global economy. Millennials and Gen Z are gaining economic influence with their distinct preferences for technology, sustainability and different consumption patterns, while Baby Boomers are increasing their share of healthcare spending and financial assets. In this video, Amy Oldenburg, head of Emerging Markets Equity team examine the opportunities.