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Active management: Aligning portfolios with client goals

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Irmak Surenkok Profile
Irmak Surenkok
Investment Director

Insights By Irmak Surenkok

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Green City Shanghai
Article
6 min
China Equity Market commentary Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

10 reasons why China could be the next rerating story

Portfolio Manager Bo Meunier, Investment Director Irmak Surenkok and Investment Specialist Gilbert Chen set out 10 reasons why China could be the next rerating story to watch.

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6 min
Article
2026-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1323044561
Article
5 min
EM equity Geopolitics Thematic exposure Fundamental equity Emerging Market Development Small-cap Equity Emerging markets iStrat Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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