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Global Emerging Markets Equity: Outlook 2024
: Well positioned for a rebound in EM growth stocks
Kunjal Gala
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FEATURED ARTICLE

Equities rally as sentiment brightens
: market snapshot
Lewis Grant
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FEATURED ARTICLE

Markets bounce on waning inflation
: market snapshot
Orla Garvey
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27 November 2023
| Active ESG
Global Emerging Markets Equity: Outlook 2024 
Well positioned for a rebound in EM growth stocks
Kunjal Gala
The GEMs Strategy is biased towards growth and quality stocks while being selective on value.
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Article
24 November 2023
| Active ESG
Equities rally as sentiment brightens 
market snapshot
Lewis Grant
S&P 500 Index on track for its strongest month since July last year.
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Article
17 November 2023
| Macro
Markets bounce on waning inflation 
market snapshot
Orla Garvey
Markets reacted positively to stronger-than-expected US and UK inflation data this week.
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Article
17 November 2023
| Active ESG
Moment of truth 
Mitch Reznick, CFA
Fraser Lundie, CFA
Nachu Chockalingam, CFA
Orla Garvey
Andrew Lennox
A hard or soft landing could throw a harsh light on corporate fundamentals in 2024.
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Article
16 November 2023
| Alternatives
Insight across the fixed income spectrum 
Ihab Salib
Mohammed Elmi, CFA
Patrick Marshall
Laura Vaughan, CFA
Vincent Nobel
Our Fixed Income Forum included sessions on money markets, EMD and private credit.
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Article
15 November 2023
| Active ESG
Not your average credit cycle 
Deborah Cunningham
Fraser Lundie, CFA
Ihab Salib
Speakers at our Fixed Income Forum in London considered what's in store for 2024.
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Case study
10 November 2023
| Alternatives
Rethinking retail: centre:mk 
Real estate case study
Centre:mk is looking to set a new standard for community engagement and sustainability.
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Article
10 November 2023
| Liquidity
Up then (marginally) down again 
market snapshot
Orla Garvey
Lewis Grant
Jobs data and central banks led the way in markets this week.
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Article
10 November 2023
| Active ESG
Expert insights on the short end of the curve 
Short Term Investments Committee
The Short Term Investments Committee meets on a monthly basis.
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Article
9 November 2023
| Stewardship
Defenders of a threatened world 
Nick Pelosi
Ellie Higgins
Indigenous Peoples are disproportionately impacted by the economic, environmental, and social impacts of industrial projects.
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Article
3 November 2023
| Active ESG
High-wire act: Is it possible to quell inflation and to avoid a recession? 
market snapshot
Filippo Alloatti
Lewis Grant
Central banks hold rates steady amid uncertain outlook.
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Article
1 November 2023
| Sustainable
Is ‘doing good’ too good to be true? 
SDG Engagement High Yield Credit
Michalis Ditsas
An overview of the Fund’s purpose and performance since inception.
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