Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including what the unprecedented number of elections in 2024 means for emerging markets investors, current portfolio positioning and where we see opportunities going forward.
The Economics Beneath the AI Boom
AI has already reshaped equity market leadership and returns, but the forces that will drive the next phase of growth are less certain. Over the longer term, fundamentals are likely to reassert themselves.
