Emerging markets surged in 2025, with the MSCI EM Index up nearly 27% year-to-date, driven heavily by China tech and making valuations a growing concern for investors. The October rebalance of ...
As global conflicts expose severe underinvestment in defense infrastructure, multiyear contracts and rising backlogs signal a long-duration rearmament cycle investors can tap into now. It’s about ...
The Federal Reserve’s October rate cut, to 3.75%–4%, signals a continued “risk management” approach, with December’s policy path tilting toward another cut ...
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