Historically, periods of quality underperformance have been followed by a meaningful relative resurgence in quality stocks, which contributes to our view that quality offers one of the greatest opportunities in markets today.

The 2026 outlook for emerging markets debt is bright, as inflation eases, currencies offer value, and investors seek non-dollar assets. The Emerging Markets Debt Team explains.

Past technology cycles were demand-led and largely consumer-driven. Amay Hattangadi and Samson Hung explain how AI should be viewed as infrastructure, embedding itself directly into the economy in a manner closer to electricity than consumer hardware.

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.