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Not everything that counts can be counted
: Rethinking real estate credit underwriting
Vincent Nobel
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FEATURED ARTICLE

Global Equity ESG, Annual Report 2025
Louise Dudley, CFA
Lewis Grant
Geir Lode
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EOS 2025 Annual Review
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Field of purple tulips, early morning mist lying over field

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Global Emerging Markets Equity: Outlook 2026
: Behind the EM rebound
Kunjal Gala
Vivek Bhutoria, CFA
Christopher Clube
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Newsletter
17 April 2026
| Macro
Market Snapshot 
Iran war reframes Asia investment focus
Louise Dudley, CFA
Kunjal Gala
Many Asian countries are net energy importers with heavy exposure to the economic fallout from the Middle East conflict.
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a brick wall with a crack in it
Article
17 April 2026
| Macro
Back to those other bricks 
Stephen Auth, CFA
Steven Chiavarone, CFA
With Middle East peace in sight, the S&P 500 should resume its path to 7,500.
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Close up of of a chessboard
Article
15 April 2026
| Active ESG
Portfolio manager Q&A: MDT Market Neutral 
Daniel Mahr, CFA
Dan Mahr, Head of MDT, discusses MDT’s market neutral strategy.
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Close up microscope in a laboratory
Article
9 April 2026
| Active ESG
Biotechs and the potential AI advantage 
Jordan Stuart
AI won’t replace biotech — it will supercharge it.
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Bank of England and Cirt of London at night with lights banner image
Article
8 April 2026
| Liquidity
UK money-market funds can offer safe haven amid Middle East fallout 
Gary Skedge
Joanne Bartell
Fears are growing that the UK faces a period of stagflation.
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Article
8 April 2026
| Active ESG
Behind South Korea’s spectacular surge 
Jonathan Pines, CFA
Is there still value in our South Korean holdings?
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Report
7 April 2026
| Active ESG
SDG Engagement High Yield Credit annual report, 2025 
Converting potential to realised impacts
Jake Goodman, CFA
Nachu Chockalingam, CFA
Mitch Reznick, CFA
A deep dive into the engagement undertaken throughout the course of the year.
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Article
1 April 2026
| Liquidity
Make yourself at home 
Deborah Cunningham, CFA
Assets sent to the money markets due to the Iran conflict might stay for the yields.
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Article
30 March 2026
| Macro
On not responding to events 
Kelly Patel, CFA
At times of upheaval, a set process can be a boon.
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coastal view from above
Report
30 March 2026
| Active ESG
360°, H1 2026: 
Is this what it sounds like when doves cry?
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Filippo Alloatti
Vincent Benguigui
Andrew Lennox
Our latest 360° fixed income report.
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map of Iran in wider middle east region
Article
27 March 2026
| Active ESG
What are the long-term implications of the Iran war? 
GEMs Equity
Kunjal Gala
Many governments are likely to re-assess their energy security.
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Newsletter
27 March 2026
| Macro
Market Snapshot 
Testing the resilience of the global economy
Damian McIntyre, CFA
Mitch Reznick, CFA
Will the conflict accelerate a transition to alternative energy sources?
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