Thematic exposure

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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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Dáire Dunne
Dáire Dunne, CFA
Irmak Surenkok
Irmak Surenkok
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5 min
Article
2026-01-31
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Multi asset
Article
8 min
Multi-asset Inflation iStrat Tactical allocation Thematic exposure Article Institutional Income Outlook
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Balancing bumps in the road and big-picture thinking in 2025

How can investors position portfolios for bumps in the road without losing sight of longer-term opportunities?

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Natasha Brook-Walters
Natasha Brook-Walters
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8 min
Article
2025-12-31
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