Emerging Market Equity
Explore current insights featuring David Semple, Portfolio Manager, and investment analysts, centered on the demographic and technological growth trends shaping the transformation of emerging market economies.
insights
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Gold Investing Blog
April 04, 2025
Read Time 7 MIN
Gold miners substantially outperformed in March as surging prices sparked M&A activity and drove the largest monthly inflows in over a year, reversing a long trend of outflows.
Gold Investing Blog
March 06, 2025
Read Time 5 MIN
Gold continued to make new highs in February; a crisis of confidence in the U.S. dollar may drive gold prices higher than expected.
Natural Resources Blog
February 26, 2025
Read Time 3 MIN
Persistent inflation, driven by high energy prices and market uncertainty from potential tariffs and global tensions, positions natural resources equities as a strong hedge.
Natural Resources Blog
Read Time 10 MIN
Natural resources offer a rare combination of inflation protection, portfolio diversification, and the opportunity to tap into global growth and key secular trends.
Gold Investing Blog
February 13, 2025
Read Time 5 MIN
In January, gold miners outperformed as investor interest spiked. With low correlation to most assets, gold and miners offer strong diversification, making them an attractive choice today.
