For EM investors, China’s renewed confidence in its technological and industrial base — set against the backdrop of a slowly recovering domestic macroeconomic cycle — offers a compelling diversification opportunity, particularly as the narrative of U.S. exceptionalism continues to come under pressure.
Video: Global Equities Update – Q4 2025
In this video, Senior Portfolio Manager Charlie Hill reflects on a volatile but ultimately strong 2025 for global equity markets and discusses where he sees the most compelling opportunities today.
