19th June 2026

Emerging markets: stay ahead as perceptions shift

For many investors, emerging markets still carry familiar labels: volatile, complex and difficult to own.

It’s a view shaped by past political and economic crises, uneven growth and structural risks that once defined the asset class. But it is increasingly out of step with how emerging markets look today.

Over the past two decades, fundamentals have shifted, institutions have strengthened, balance sheets have improved and markets have matured.

This mismatch – between what investors believe and what the data shows – helps explain why emerging markets remains one of the most under-owned categories in the global equity universe.

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Rathbones Asset Management - The Sharpe End podcast: Fresh Intel

A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around. Next, we explore the rally in software stocks, as improving growth expectations reignite enthusiasm for some names in the sector that many had written off just a year ago. Finally, this month’s stock spotlight is Intel – a company that helped build the modern technology industry and is now attempting an ambitious turnaround as a crucial beneficiary of the broad AI infrastructure build-out.

There's more to 'value' investing than valuations

Semantics matter. Words carry associations that can't always be neatly translated into a different cultural context. First impressions often determine whether investors are prepared to allocate money to an investment strategy.

Business Sentiment Tracker: Business confidence falls in Q2 2026

Business confidence has weakened in the second wave of YouGov's quarterly Business Sentiment Tracker, with businesses becoming less optimistic about the economy, their industries, and their own prospects.

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