In this podcast, Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for February 2026.
After a strong start to the year for global equities and commodities, the focus turns to a segment that remains structurally underrepresented in most portfolios despite improving fundamentals and compelling valuations.
Why are investors still underexposed to emerging markets?
What economic fundamentals argue for greater exposure today?
What is the relationship between the US dollar and stock market performance?
Which emerging markets stand out in 2026?
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