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EM equity Geopolitics Thematic exposure Fundamental equity Emerging Market Development Small-cap Equity Emerging markets iStrat Article
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Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

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Dáire Dunne
Dáire Dunne, CFA
Irmak Surenkok
Irmak Surenkok
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5 min
Article
2026-01-31
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rising-temperatures-global-warming
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Climate Macro and market iStrat Multi-asset Strategic allocation Liquid alternatives & hedge funds Tactical allocation Article
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Is your asset allocation ready for the realities of climate change?

Our Investment Strategy Team shares key findings from the research behind their climate-aware strategic asset allocation (SAA) approach, including challenges and trade-offs that asset owners should understand.

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Supriya Menon
Supriya Menon
Patrick Wattiau
Patrick Wattiau
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Article
2025-06-30
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