Is the market underestimating China’s AI potential?
While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. From the…
24/09/26
Location London
Joined 2015
Articles from Daniel Morris
Audio
Article
View from the markets: Déjà vu: What’s next for markets after the latest spike in oil prices?
By Daniel Morris, Chief Market Strategist The latest oil price spike has been followed by rising government bond yields globally,…
18/09/26
Audio
Investing in environmental solutions: Navigating a new era of resource scarcity
The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities.…
17/09/26
Audio
A new paradigm for Emerging Market equities?
Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in…
10/09/26
Article
View from the markets: Is emerging market equity outperformance sustainable?
By Daniel Morris, Chief Market Strategist Emerging market equities are having a good run. They have easily beaten developed markets…
04/09/26
Article
Monthly Market Views: The prospect of rising rates and the data centre boost
By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management, Daniel Morris,…
02/09/26