Emerging Markets

Avoids conditional tender offer

General meeting on 26 October

JP Morgan AM’s Hugh Gimber

Discounts still main factor

Increases exposure to value stocks

Effective 24 November

Diversification under threat

EM exposure raised

After several years of debate over whether AI’s potential was being overstated or whether we were witnessing the emergence of a genuinely transformational technology, it is now increasingly clear large language models (LLMs) represent a meaningful leap...

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