FEATURED ARTICLE

EM leaders drive fiscal policy improvements
: EMD report Q1 2025
Mohammed Elmi, CFA
Jason DeVito, CFA
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FEATURED ARTICLE

Asia ex-Japan Equity: Letter to Investors
: A shift in momentum?
Jonathan Pines, CFA
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FEATURED ARTICLE

Climate Change High Yield Credit, Annual Report 2024
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Sophie Demaré
Bertie Nicholson
Audrey Beadle
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Team
Large flock of Canada Geese flying together with mountains in background
Video
18 February 2025
| Active ESG
Set to soar: Our outlook for US SMID 
Mark Sherlock, CFA, FCA
Why is now the right time for US small and mid-cap stocks?
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Close-up of an index tracker with bright distorted lights in background
Article
14 February 2025
| Macro
Chinese tech stocks rally on AI hopes 
market snapshot
James Cook
Jonathan Pines, CFA
Kunjal Gala
Damian McIntyre
Chinese equities have surged this year on the back of renewed investor interest in tech and AI companies.
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Video
13 February 2025
| Active ESG
Your Questions Answered: Asia ex-Japan 
Jonathan Pines, CFA
What’s your view on the future of South Korea and China in today’s market?
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Article
10 February 2025
| Active ESG
Gilt trip 
John Sidawi
What exactly distinguishes a bond vigilante?
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Report
7 February 2025
| Active ESG
EM leaders drive fiscal policy improvements 
EMD report Q1 2025
Mohammed Elmi, CFA
Jason DeVito, CFA
In our view, the tight valuations are largely justified.
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Sunset by the sea
Article
7 February 2025
| Macro
All about tariffs 
market snapshot
Damian McIntyre
Chris McGinley
James Cook
US trade policy created less of a tsunami, more of a ripple this week.
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Newsletter
5 February 2025
| Active ESG
Asia ex-Japan Equity: Letter to Investors 
A shift in momentum?
Jonathan Pines, CFA
In this letter, we consider how the momentum trade might unravel.
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Report
5 February 2025
| Sustainable
GEMs ESG Materiality, H2 2024 
Analysing the cost of climate change
Olivia Lankester
The second half of 2024 saw encouraging progress in our engagement with GEMs Equity holdings.
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Report
4 February 2025
| Sustainable
Climate Change High Yield Credit, Annual Report 2024 
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Sophie Demaré
Bertie Nicholson
Audrey Beadle
Three years since launch.
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Article
3 February 2025
| Liquidity
Don’t be distracted by the Fed drama 
Deborah Cunningham, CFA
The Fed's decision to pause cuts matters more than Powell and Trump locking horns.
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Article
31 January 2025
| Active ESG
Finding the balance 
Daniel Mahr, CFA
The short term is not the enemy of the long term.
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Article
30 January 2025
| Active ESG
AI start-up rattles US goliaths 
market snapshot
Louise Dudley, CFA
Tej Sthankiya, CFA
The launch of a low-cost Chinese artificial intelligence (AI) application threatened Big Tech’s market dominance.
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