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Emerging markets bonds continue to outperform developed markets bonds, and could continue to benefit from positive secular tailwinds in the long run.

Geopolitical tensions, lower U.S. dollar exposure in EM and a possible U.S. recession drive our gold price target. We make the case for gold reaching $2,075 and maintaining a higher floor price.

While small- and mid-cap stocks often bear the brunt of a recession, they also tend to bounce back strongly during the recovery phase.

Artificial intelligence and edge computing are advancing gaming by creating new opportunities for growth and consolidation within the industry.

There's no summertime sadness in the semiconductor industry, thanks in part to chip demand from generative AI applications like OpenAI's ChatGPT.