Why Go Active in Emerging Markets

Published on September 30, 2025

From managing exposure to leveraging growth opportunities—core active portfolio managers can unlock the full potential of emerging markets.

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The Shutdown Showdown

September 30, 2025
Economic data are all over the place. GDP keeps growing in spite of signs of weakness in the labor market. Tariff policy is volatile, immigration has slowed, monetary policy tightened in 2023-24, with the M2 measure of money declining and “real” short-term interest rates consistently higher than at any time since 2010.

From the Market Desk: Steady at the Helm

September 30, 2025
Get ready each week with high-conviction insights that go beyond media headlines.