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Aneeka Gupta, Brian Manby, CFA
Emerging Markets (EM) structural shift from State-Owned Enterprises (SOE) to private enterprise is accelerating. Non-SOEs have outperformed SOEs by 17% since end-2024, driven by semiconductor giants TSMC, Samsung and SK Hynix. Taiwan now leads the MSCI EM index. Discover how to obtain systematic access to ‘New Economy’ EMs at historically attractive valuations.


Baoqi Zhu
AI sovereignty is turning into a physical build-out challenge for Europe. The proposed Cloud and AI Development Act adds policy support, but delivery will depend on infrastructure: powered sites, grid connections and mission-critical electrical equipment. That creates potential opportunities for selected builders and suppliers within Europe’s infrastructure value chain.




Christopher Gannatti, CFA, Elvira Kuramshina
Two new U.S. executive orders signal growing national commitment to quantum computing, both as an emerging technology and as a future encryption challenge. For investors, this adds support to the long-term outlook by encouraging funding, procurement and post-quantum adoption, while widening the opportunity across the broader quantum ecosystem.