Other content you may find interesting
Professional Investors
The hunt for alpha in frontier markets as EM debt recovers
Frontier markets: A rich hunting ground for alpha
EM debt has recovered from March weakness, as investors refocus on frontier market opportunities despite...
Professional Investors
Emerging Markets: investor letter Q2 2026
Baillie Gifford: Semiconductor concentration is now a real issue
With three stocks now at roughly 40% of the portfolio, the Emerging Markets Team explains why it is holding...
Professional Investors
What's Hot: From Kimi K3 to the AI halo effect: Why cybersecurity is emerging as AI's next winner
Why cybersecurity could be the sleeper winner of the AI revolution
As AI capabilities accelerate, the case for cyber resilience as a structural investment theme is strengthening...
IQ logo