Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q3 Oct 31, 2025
Capital Group
Martin Romo
View Growth, EM, RateCuts - Artificial Intelligence, earnings resilience, emerging markets, Global Growth, Rate Cuts
2025 Q3 Nov 11, 2025 View EM - China internet, commodities, emerging markets, India, semiconductors
2025 Q3 Nov 13, 2025 View EM - emergingmarkets, highyield, multipolar, sovereigndebt, Spreads