United States, Institutional
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Article
5 min
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.
5 min
Article
2026-01-31
Article
8 min
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?
8 min
Article
2025-12-31
Article
7 min
US election special: which investment themes win at the polls?
The upcoming US election could be one of the most momentous in recent history. How could the result affect different investment themes? Our thematic team investigate the potential implications for investors.
7 min
Article
2025-10-31
Article
4 min
Beyond the hype: finding AI’s long-term winners
Our expert argues that a long-term mindset based on deep research can help to uncover evolving AI investment opportunities amid the hype.
4 min
Article
2025-04-30
Article
Multi-Asset Market Outlook
To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group
Article
2024-12-31
Article
Multi-Asset Portfolio Manager Brian Garvey and colleague Manny Hunjan believe the prevailing definition of thematic investing is overly narrow and offer a potential solution.
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Article
2023-09-20
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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2023-01-27
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