While the full impact of supply chain disruption may still lie ahead, Polar Capital's Jorry Nøddækker argues that the world's bigger shortage is compute power. He discusses AI, China, North Asia and the outlook for emerging markets in 2026.
Artificial intelligence, energy security and strategic resources are putting emerging markets at the centre of some of the world's most important investment themes.
Fidelity market data
Following Marianne Zangerl’s promotion
Vietnam reclassified as EM
Vanguard and BlackRock top tables
Aberdeen Investment’s emerging markets equity income strategy, combines a disciplined cash‑flow‑focused approach with balanced style positioning and a strong emphasis on risk management, find out more...