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Emerging Markets, Reframed
July 22, 2026
Supply chains, friendshoring and the new geography of growth
Up next
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Beyond Capital: The Next Phase of Direct Lending
July 6, 2026
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Energy security and the next commodity cycle
Part 3
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EM and the AI infrastructure build-out
Part 4
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Portfolio construction: allocation, risk budgeting and implementation
Part 5
Beyond Exclusion: Sustainability in Emerging Markets
Part 6
