EM debt remains an asset class in which asset allocators favour an active management approach, but the passive versus active debate continues.
While many people still associate the Motorola name with the flip phones of the 1990s and early 2000s, this nostalgia is a thing of the past.
A weaker dollar has long been a tailwind for emerging market returns. The US currency may trade sideways for a spell, while Paris and Beijing hold back the euro and Asian currencies, but its structural downcycle is far from over.
A week in the Corn Belt, including farm visits and meetings with companies across the US agricultural value chain, highlighted that the backdrop in agriculture is changing. We see selective opportunities for long-term investors.

We seek exceptional companies with durable competitive advantages that foster long-term compounding and resilient growth, helping them thrive through economic cycles and remain insulated from broader market downturns.
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