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Article
5 min
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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By

Dáire Dunne
Dáire Dunne, CFA
Irmak Surenkok
Irmak Surenkok
event
5 min
Article
2026-01-31
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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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Whitepaper
16 min
Liability-driven investing Strategic allocation Regulatory Multi-asset Whitepaper iStrat
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Setting ROAs for 2025: A guide for US corporate and public plans

How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.

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Multiple authors

event
16 min
Whitepaper
2025-11-30
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