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What’s next for Asia ex-Japan?
Jonathan Pines, CFA
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FEATURED ARTICLE

Cracking the code: Quant Investing’s Secret to Finding Alpha
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FEATURED ARTICLE

Public Engagement Report Q2 2025 
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South Korea Seoul at dusk
Newsletter
9 September 2025
| Active ESG
Asia ex-Japan Equity: Letter to Investors 
It was us and we did it! (we think)
Jonathan Pines, CFA
Our intervention in South Korea and what it means for investors.
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Woman on a mountain top listening music
Case study
8 September 2025
| Stewardship
Case study: Apple Inc. 
How we engaged with one of the world’s largest technology companies.
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close-up shot of the peak of a wave crashing
Report
8 September 2025
| Active ESG
Sustainable Global Equity, H1 2025 
Martin Todd, CFA
Henry Biddle, CFA, ACA
Charged for growth: the investment case for electrification
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Flashing 'sell' signs on a bourse screen
Article
5 September 2025
| Active ESG
Bond markets fret over rising budget deficits 
market snapshot
Mohammed Elmi, CFA
Mitch Reznick, CFA
An uncertain economic backdrop continues to push up long-term government bond yields.
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Video
4 September 2025
| Active ESG
Investing in a changing China 
Sandy Pei, CFA
Navigating risks and uncovering value.
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a forest scene is illuminated by shafts of sunlight.
Article
2 September 2025
| Liquidity
Looking on the bright side 
Deborah Cunningham, CFA
The money markets have much to celebrate.
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a view from above of a road winding through a forest with purple colouring
Report
29 August 2025
| Active ESG
Is global high yield a short duration market now? 
Mitch Reznick, CFA
Mark Dove, CFA
Over the duration, duration has declined.
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Case study
27 August 2025
| Stewardship
Case study: ANTA Sports Products 
Kenny Tsang
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Lake through a camera lens
Article
27 August 2025
| Active ESG
Which indices have surprised on the upside? 
Chartology
James Cook
Some unexpected candidates take pole position in the performance stakes.
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Federal reserve building
Article
27 August 2025
| Macro
How far does the Fed’s influence extend? 
Karen Manna
Not all points of the yield curve respond equally to Federal Reserve rate cuts.
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A view from above of a road spanning a body of water. Forests are visible on either side of the water and a blue car is driving across the road on the right hand side.
Report
21 August 2025
| Active ESG
360°, H2 2025 
How not to be a deer caught in the 'headlines'
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Vincent Benguigui
Mark Dove, CFA
Filippo Alloatti
The view from the fixed income desk.
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Video
21 August 2025
| Active ESG
The AI toolbox 
Damien Zhang, CFA
How does MDT view AI?
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