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Emerging markets debt: resilience in the face of adversity

Our expert discusses why she is positive on the outlook for emerging markets debt, even though growth will likely slow.

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Quick Take
2025-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China’s growing self-reliance could bolster its equity market

Our expert, Philip Brooks, finds reasons for optimism in China's equity market.

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Quick Take
2024-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Full speed ahead: China’s race to implement AI

Our experts examine market implications of China's AI expedition.

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Quick Take
2024-11-30
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China fixed income: Dislocations create opportunities in this large and diverse market

Hear from our experts as they uncover new fixed income opportunities in China.

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Article
2024-11-30
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Investing at the biopharma frontier

Rebecca Sykes details groundbreaking innovations happening today in the biopharmaceutical industry. She explains key advancements and the investment landscape for therapies targeting diabetes, cancer, and Alzheimer's disease, three of the deadliest and most expensive diseases facing the world today. 

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Video
2024-11-30
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Why sustainable food systems matter to investors

Our climate research expert explores insights from our joint work with Woodwell Climate Research Center on the pivotal relationship between food systems and biodiversity and highlights potential investment opportunities. 

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Article
2024-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Three themes (and what they mean) for income investors

With several macro crosscurrents at play, Portfolio Manager Peter Wilke suggests that income-oriented investors not lose sight of the “big picture” in their quest for yield.

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Article
2024-08-31
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Mid Year Outlook Designs
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Asia: A growth story with longer-term momentum

Is China’s recovery already running out of steam? Macro Strategist Santiago Millán assesses the outlook for China and Asia and sees longer-term momentum for growth. 

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Article
2024-06-30
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Deep and diverse: Welcome to today’s Asia credit market

Two of our Singapore-based experts on Asia credit discuss the market's key features, along with how it's evolved and is likely to continue doing so.

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Whitepaper
2024-03-31
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Impact measurement and management practices

What constitutes an impact investment? How is impact measured? And, what are the benefits of impact investing? Our Impact Management and Measurement Practice Leader Oyin Oduya discusses our approach. 

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Video
2024-02-28
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Why investing in themes for EM equities may reap rewards

Portfolio Manager Dáire Dunne outlines why he is increasingly optimistic about the potential opportunities within select EM equity themes this year.

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Article
2024-02-29
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What’s next for infrastructure? 

Portfolio Manager Tom Levering and Global Industry Analyst Tim Casaletto explore the outlook for infrastructure assets in 2023 across each of the key areas.

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Article
2023-12-31
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Harnessing the power of engagement in stewardship investing

Equity Portfolio Manager Yolanda Courtines explores why company engagement is a key component of successful stewardship investing.

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Article
2023-12-31
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Actively supporting the decarbonisation of utilities

Why actively supporting the decarbonisation of utilities offers the potential for better long-term outcomes from both a net-zero and value-creation perspective.

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Article
2023-11-30
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Investing in ESG leaders with a stewardship lens
The value of strong corporate stewardship is gaining wider recognition across the investment industry. When companies are led by an engaged board and a strong management team, allocate capital wisely for the long term and act in the best interest of all stakeholders, they have greater potential to’reinforce their competitive advantage and enhance returns over time.
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Article
2023-06-30
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Transformative times for European energy infrastructure

Europe’s current energy supply crisis creates a significant tailwind for the European utility sector, but where are the investment opportunities?

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Article
2023-10-31
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After the UK sell-off: what’s next for global markets and investors?

Co-Head of Investment Strategy Natasha Brook-Walters and Head of Macro Strategy John Butler discuss the implications of the recent sell-off in UK markets for global markets and investors.

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Article
2022-12-30
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The pivotal role of stewardship in creating lasting value
Yolanda Courtines and Alex Davis share two case studies that highlight the pivotal role of stewardship in creating lasting value.
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Article
2023-10-31
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