China has exhibited one of the most transformational evolutions ever seen in emerging markets (EMs), with its weight in the MSCI EM Index doubling over the past five years. But China’s own dynamic and mega-cap stocks have somehow skewed EM benchmarks’ performance. We believe that beyond China, EMs offer an attractive and differentiated opportunity set—one which drove our launch of our EM ex China Growth strategy. In this Q&A, Romina Graiver, partner, a portfolio specialist on our global equity team, discusses the opportunity set and process driving our strategy.
Equity research analysts Sami Corwin and Matt Phipps provide an overview of the known biological underpinnings of autoimmunity and the rationale for using chimeric antigen receptor T cells (CAR-Ts) to potentially treat millions who suffer from autoimmune diseases.Read more
What a difference a month makes. Markets swooned in October, only to see virtually all risk assets, including small-caps, rally in November. What changed? Macro analyst Richard de Chazal breaks down the Fed’s recent statement, the market’s rate expectations, and the current state of the economic slowdown.Read more
The cosmos, the final frontier, the galaxy beyond: Our collective fascination with outer space has always been intense. But with companies and public figures now dedicating huge sums of money to space exploration, it seems a new kind of space race has been born. In this episode of The Active Share, Hugo sits down with Chris Impey, an astronomer, educator, and author, to discuss the potential economic, environmental, and geopolitical ramifications of space exploration.Listen to the podcast