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1300497464
1300497464
Article
6 min
Government bonds Artificial intelligence (AI) Disruption Content CoE Program Global Program Information technology Multi-asset USA China EM equity Large-cap Opportunistic Fixed Income Article Yielding insights
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Deeply seeking the impact of AI spending on bond yields

Brij Khurana explores the surprising way in which AI spending may impact Treasury yields and complicate the Fed's rate-policy decisions.

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Brij Khurana
Brij Khurana
event
6 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1323044561
1323044561
Article
5 min
EM equity Geopolitics Thematic exposure Wealth Program Fundamental equity Emerging Market Development Small-cap Equity Emerging markets Content CoE Program Global Program iStrat Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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
event
5 min
Article
2026-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Mid Year Outlook Designs 4_sd_v2
Article
9 min
Equity Small-cap Outlook EM equity Large-cap Mid-cap Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Beyond US large cap: Where now for equity investors?

How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch.

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Andrew Heiskell
Andrew Heiskell
Nicolas Wylenzek
Nicolas Wylenzek
event
9 min
Article
2025-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
79262566
79262566
Article
6 min
Elections Asset allocation Growth India Equity EM equity Wellington on Washington and the World Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

As India goes to the polls, is the case for Indian equities still compelling?

While current Prime Minister Narendra Modi is expected to secure a third term, a full-scale win is not a foregone conclusion. Against this backdrop and continued investor enthusiasm for Indian equities, Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks assess the macro case for India. Are higher valuations justified?

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Niraj Bhagwat
Niraj Bhagwat
Philip A Brooks
Philip A Brooks, CFA
event
6 min
Article
2025-06-30
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