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Geopolitical tensions and higher oil prices increased dispersion across emerging markets debt, reinforcing the importance of selective, fundamentals-driven investing.

The consumer industry has been transformed by greater transparency, digital distribution and lower barriers to entry. Now, AI looks set to accelerate these trends. While it may unlock efficiency gains, it could also challenge traditional brand power and intensify competition. Which companies are best positioned to adapt? The International Equity Team examines how AI may reshape the next phase of consumer markets.

The decarbonization push is entering a compelling global phase, but success is increasingly defined by selectivity rather than scale, says Morgan Stanley Infrastructure Partners’ Chris Ortega in a recent Infrastructure Investors interview.