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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.
Optimizing a small-cap allocation: Why the building blocks matter
Small-cap implementation matters. Explore how blending quant breadth with disciplined fundamental research can improve resilience.
Rapid fire questions with Alistair MacDonald on Asia tech (Part 1)
In Part 1 of the “Rapid fire questions” on Asia tech, Alistair MacDonald, Investment Strategist, explains why AI-driven pricing power is outweighing geopolitical noise for Asia tech, how Asia’s AI supply chain dominance is translating into earnings leverage, and why the region offers a differentiated, attractively valued complement to US mega-cap tech exposure.
Rapid fire questions with Alistair MacDonald on Asia tech (Part 2)
In Part 2 of “Rapid fire questions” on Asia tech, Alistair MacDonald, Investment Strategist, outlines where opportunities and risks are most pronounced.
2025 Sustainability Report
We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.
The IPO market inflection
Our late-stage private market experts explore how a small cohort of scaled, AI-driven IPOs could reshape distributions, public-market structure, and exit decisions across the venture ecosystem.
Approach AI with an open mind
Our experts profile how accelerating AI, infrastructure demand, software disruption, and labor impacts may reshape risks and opportunities across global markets.
Physical AI, robotics, and Encord
Greg Wasserman, Head of Private Climate Investing, explores the rise of physical AI across robotics, drones, and autonomous systems, and the growing role of machine vision and data infrastructure in enabling real-world deployment.
The economy needs more competition. AI can make that happen.
Brij Khurana believes that as AI evolves, it will challenge traditional business moats and revitalize competition across industries. This transformation could lead to increased productivity, higher real wages, and stronger economic growth.
Perspectives on the Middle East conflict
As the situation in the Middle East continues to unfold, you can find the latest insights from our investment experts here.
How to reposition equity portfolios for recurring AI disruption
With a growing range of industries hit by sell-offs, Multi-Asset Strategist Nanette Abuhoff Jacobson explores how to reposition equity portfolios for recurring AI disruption.
Secondary investment: Flexibility in private equity
Our private equity experts highlight how secondary transactions offer liquidity solutions for LPs, capital support for GPs, and a growing opportunity set.
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