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#1 archived pick
Franklin Templeton
Jul 24, 2026
30 sec read
Emerging markets are no longer just a low-cost, high-growth trade.
They now sit at the center of global innovation, with strong exposure to AI chips, batteries, healthcare, consumer demand and digital services.
#2 archived pick
Invesco
Jul 24, 2026
26 sec read
Recent weakness in AI-related stocks appears to be more of a reset in expectations than a sign that the underlying growth story is fading.
Strong earnings continue to support the view that demand and investment tied to artificial intelligence remain intact.
#3 archived pick
Alliance Bernstein
Jul 24, 2026
34 sec read
US equities are entering 2026 with strong earnings expectations, but the quality of that growth is under scrutiny.
Much of the projected upside for the S&P 500 appears to come from higher profit margins rather than broad-based revenue gains, which raises questions...