Investment Insights
Portfolio Perspectives // Q3 2026
July 2026
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.
Jonathan Hubbard, CFA Managing Director, Strategy and Insights Group |
Soumya Mantha, CFA Strategist, Strategy and Insights Group |
In this quarter’s edition of Portfolio Perspectives, we explore the practical applications for asset allocators in today’s complex market:
- Public Markets Fueling the AI Buildout: As AI capital expenditure plans soar, companies are increasingly tapping traded equity and fixed income markets to raise capital
- Changing Leaders in Emerging Markets Equity: Massive demand for semiconductors and memory chips has pushed the heavily tech-oriented Korea and Taiwan markets to forefront of emerging markets
- Diversifying with International Large-Cap Value: An often-overlooked approach, international large cap value can provide both performance and diversification benefits to portfolios
- How EMD Can Fit into Portfolios: Emerging markets debt allocations may increase fixed income portfolio efficiency, potentially increasing return per unit or risk
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