Last Updated: June 2, 2026

We scour the developed world for exciting businesses that are growing fast and shaking up their industries.

Last Updated: June 17, 2026

AI needs chips, memory, cloud networks and platforms to function. Five tech giants control that infrastructure in emerging markets (EM) and beyond. Yet they’re trading at a fraction of Mag7 valuations. Head of Global EM Equities Tim Love explains why he believes Samsung, TSMC, Alibaba, Reliance and Tencent (START) offer a compelling entry point into global tech growth.
For much of the past decade, global equity markets have been driven by a small group of dominant US technology companies - the so-called Magnificent Seven. Their scale, innovation and earnings power have shaped capital flows, benchmark returns and investor behaviour.