United States, Institutional
Change
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
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
Video
3 min
Deep dive on CLO equity investing
Alyssa Irving, Fixed Income Portfolio Manager, discusses the CLO equity asset class, highlighting its diversification potential, risk-return dynamics, and the crucial role of managers.
3 min
Video
2027-08-31
Article
3 min
AI stocks after the sell-off: why the long-term investment case may remain intact
Portfolio Manager Yash Patodia shares his perspectives on why recent volatility may be a positioning-driven unwind — not a broken thesis — and where selective, long-term opportunities are emerging across semiconductors and the wider AI value chain.
By
3 min
Article
2029-08-31
Article
8 min
Funded ratios on the rise: A mid-year action plan
With corporate DB plans enjoying strong funded-ratio gains, we propose potential action steps, including refining liability-hedging strategies and choosing a path for surplus assets.
8 min
Article
2027-08-31
Article
6 min
Corporate governance: still a key driver for Japanese equities
Macro Strategist Nicolas Wylenzek and ESG Analyst Calista Lee explore how ongoing corporate governance remains a key driver of Japanese equities and set out key implications for investors.
6 min
Article
2027-08-15
Article
6 min
Disrupting the disruptors: China’s challenge to US AI
Macro Strategist Johnny Yu explores whether China’s rapid advances in AI could pose a challenge to current market consensus and what it may mean for investors longer term.
6 min
Article
2027-08-31
Video
4 min
Rapid fire questions with Steven Angeli on quality growth equities
Equity Portfolio Manager Steven Angeli shares his views on market concentration, the opportunities in quality growth equities, and the most attractive opportunities both within and beyond AI.
4 min
Video
2027-07-31
Article
6 min
How is AI transforming the macro outlook? Three potential scenarios
Macro Strategists John Butler and Eoin O’Callaghan explore how AI is transforming the macro outlook and outline three potential scenarios with very different investment implications.
6 min
Article
2027-06-04
Article
3 min
A credit investor’s perspective on inflation, fiscal policy, and AI
Paul Skinner, Investment Director, and Connor Fitzgerald, Fixed Income Portfolio Manager. explore the forces shaping the economic landscape today, from the inflation outlook and the evolving role of fiscal policy, to the transformative impact of artificial intelligence on markets and corporate behaviour. Connor shares his perspective on where opportunities and risks are emerging across fixed income and what it all means for investors positioning their portfolios in an uncertain environment.
3 min
Article
2027-05-31
Article
3 min
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.
3 min
Article
2027-05-31
Video
3 min
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.
3 min
Video
2027-05-31
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