In this podcast, Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for February 2026.

After a strong start to the year for global equities and commodities, the focus turns to a segment that remains structurally underrepresented in most portfolios despite improving fundamentals and compelling valuations.

• Why are investors still underexposed to emerging markets? 

• What economic fundamentals argue for greater exposure today?

• What is the relationship between the US dollar and stock market performance? 

• Which emerging markets stand out in 2026?

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