KnowledgeBank

This web site uses cookies; by continuing to browse you consent to our cookies usage. See our policy for more details.

×

Investment insights for our clients

Latest Publications

 
W_lock
Feb 2017
|
Industry
| Sign in

Enduring assets: When the steak matters more than the sizzle

Author: Tom Levering

A rapidly changing world poses new risks to capital markets and creates what seems to be... Read More

 
Feb 2017
|
Macro and market

Do you know where your equity revenues are coming from?

Author: Nanette Abuhoff Jacobson

Although global macro risks are top of mind these days, many investors are unaware of the... Read More

 
W_lock

Maximising the diversification benefits of emerging markets equities

Authors: Dáire Dunne, CFA, ...

Rising global integration has led to emerging markets becoming more correlated with... Read More

 
Feb 2017
|
Macro and market

Monthly Market Snapshot: January 2017

Author: Samuel A. Sanom, CFA

Equities Global equities (+1.6%) rallied for the third consecutive month as the “... Read More

W_lock
Feb 2017
|
Collection
| Sign in

Featured Publications eBook, 2016 volume 2

Our semiannual Featured Publications eBook offers a curated view of our recent thought... Read More

 
W_lock

Equity long/short funds: Are the good times gone or does skill still matter?

Author: Matthew Scales, CFA

Since the Global Financial Crisis (GFC), the world has been awash in liquidity. The... Read More

view more

Themes

Emerging markets: Active opportunities span asset...

Our investors offer their views on EM equity and debt markets and provide insights on their... Read more

Preparing for reflation and rising rates

The global economy is entering a more reflationary environment, boosting the odds of a structural... Read more