Amid a resurfacing of US-China tensions, this month’s commentary examines the ramifications of a growing divide between the two countries, as well as the risks and opportunities for emerging market investors.
COVID-19 has catalyzed and accelerated the adoption of technology in industries amenable to digital innovation. In order to keep up with the increased e-commerce demand, freight brokers are in a race to develop better technology to improve their service.
This month’s commentary presents our favorite charts across emerging markets, showing the risks, opportunities, and themes within the portfolio.