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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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Article
6 min
When market cycles create opportunity: a value investor’s perspective
Equity Portfolio Manager Stefan Brugger, Equity Analyst Felix Schroeder and Investment Specialist Fred Owens-Powell discuss why the changing market regime may favour active value investors.
6 min
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6 min
Focus, flexibility and resilience: Flexibility for multi-asset investors in Asia Pacific
Flexibility can be a powerful advantage in multi-asset investing. In the second video of this three-part series, Andrew Sharp Paul and Steve Gorman explore how investors can adapt to changing market conditions through active asset allocation, specialist security selection, and risk management, while maintaining a disciplined approach to risk budgeting.
6 min
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Article
Resilient growth, rising risks: Investing through the energy shock
Macro Strategist Eoin O’Callaghan explores the drivers of resilient growth amid the continued energy shock and discusses why investors need to keep a close eye on evolving macro conditions.
Article
2029-09-25
Video
5 min
Rapid fire questions with Jeremy Butterworth on 2026 credit markets
Investment Strategist Jeremy Butterworth discusses why credit markets have remained resilient despite shifting rate expectations, where dispersion is creating opportunities for active investors, and why Asia continues to offer a compelling credit opportunity set.
5 min
Video
2027-09-30
Article
5 min
September FOMC: Doves capitulate
For the first time in over three years, the Fed raised the target rate range to 3.75%-4.00% in September. Our team looks at what's driving the shift and what it means going forward.
5 min
Article
2027-05-16
Article
5 min
European high yield: time for selectivity
Portfolio Managers Konstantin Leidman and Thomas Kelly, and Investment Director Jennifer Martin discuss how European high-yield investors should rethink their approach in response to historically tight spreads.
5 min
Article
2027-10-19
Article
3 min
Chart in Focus: Do strong earnings require a resilient economy?
Can earnings momentum continue if growth slows? This Chart in Focus explores the link between GDP growth and company earnings — and what investors may want to watch next across equity markets, AI investment, energy risks, and new issuance.
3 min
Article
2027-08-31
Article
3 min
AI-driven market dispersion favors active selectivity
Headline market volatility may appear subdued, but dispersion across stocks and sectors is rising. Explore why AI-driven differentiation may favor active selectivity.
3 min
Article
2027-08-31
Article
4 min
AI’s Magnificent 7: What to understand about the ecosystem of artificial intelligence
Investing in AI is not as simple as picking winners and avoiding losers. Here's a better way to think about this fast-changing landscape.
4 min
Article
2027-08-31
Article
4 min
How AI is impacting the high yield market
Fixed Income Portfolio Manager Blake Huynh examines how AI is reshaping the high-yield market using the latest issuance data. He explores what this transformation may mean for investors.
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4 min
Article
2027-09-03
Article
4 min
Tech Stocks as an Inflation Hedge: Is the Case Weakening?
Fixed Income Portfolio Manager Brij Khurana explores why US tech stocks may be a less attractive hedge against US inflation and currency debasement and how this could favor bonds.
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Article
2027-09-03
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