Latin America, Intermediary
Change
In this event replay from Responsible Investor, Portfolio Manager Liliana Castillo Dearth and Impact Measurement & Management Practice Leader Oyin Oduya look at opportunities available in emerging markets for impact investors, with a focus on perspectives from end users in their local communities, as well as the research process for evaluating and measuring impact investments through a strong IMM practice.
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Insights Posts
China internet: Identifying opportunities amid economic reopening
China’s re-opening and economic recovery from its zero-COVID policy has bolstered our optimism in Chinese internet companies.
Article
2023-12-31
Semiconductor industry faces near-term headwinds, long-term growth
Global Industry Analyst Eunhak Bae analyzes short-term headwinds and long-term opportunities in the semiconductor industry.
Article
2023-12-31
Wellington investor survey: inflationary Europe seen as top “problem child” of 2023
In the latest Wellington investor survey, inflationary Europe was seen as the top "problem child" of 2023.
Quick Take
2023-11-30
Key drivers for investors in 2023 and beyond: sustainability, disruptive technology, and alternatives
Head of Asia-Pacific Client Group Scott Geary reflects on the overarching themes from the 2022 Milken Asia Summit and the future of investing.
Article
2023-09-30
2023 Investment Strategy Outlook
To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group.
Collection
2023-12-31
Thematic investing: Long-term thinking for a short-term world
With economic conditions expected to remain volatile in the coming year, members of our Investment Strategy team suggest that thematic allocations may help reduce the importance of the cycle to portfolio returns.
Article
2023-12-31
Understanding the climate opportunity in alternatives
Portfolio Manager Alan Hsu highlights the potential inefficiencies created by traditional long-only climate strategies.
Video
2023-11-30
Markets take US election results in stride (for now, anyway)
Client Portfolio Manager Jitu Naidu weighs in on the markets' response to, and other potential implications of, the recently held US midterm elections.
Quick Take
2023-01-31
2023 Bond Market Outlook
Our 2023 Bond Market Outlook content suite is now available — providing timely, actionable investment insights from several of our fixed income portfolio managers and strategists.
Collection
2023-12-31
High yield bonds in 2023: Fortune favours the patient
Amid ongoing dislocation in the high-yield market, Fixed Income Portfolio Manager Konstantin Leidman sees opportunities for investors to take advantage of potentially attractive valuations.
Article
2023-12-31
Diversifying styles to survive today’s bond market
In a challenging year for fixed income markets, members of our Fundamental Factor team highlight a bright spot: the momentum factor in global government bond and corporate credit markets.
Quick Take
2023-11-30
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