Global SMID Equity Engagement*, Q2 2025 case study

AptarGroup

To ubiquity and beyond

a row of server banks lit up by purple and blue lighting

It’s hard not to notice how artificial intelligence (AI) has permeated our daily lives, as more and more machines try to anticipate our next move. AI technologies continue to evolve rapidly, with several ground-breaking developments from both industry leaders and new entrants. While ChatGPT has maintained its lead as the most popular consumer AI product, […]

How to adapt and respond to choppy waters

Ariel view of a river in Iceland

Fast reading In May, Moody’s stripped the US of its triple-A credit rating, leaving the world’s largest economy without a top rating for the first time in over a century. The volatile market conditions support the case for a flexible and dynamic multi-asset credit investment approach. An unconstrained strategy has the ability to adapt to […]

Introducing the new QESG 3.0: The next generation

autumnal trees lining a forest path

Fast reading The broader philosophy of the score remains the same, in that it remains vital to avoid the worst companies and identify those that are changing for the better. However, the availability of better and more granular data sources has enabled improvements in several key areas. QESG 3.0 builds on our pioneering ESG research […]

Equitorial: ESG is here to stay – and we’re better for it

rocky bay, viewed from above, with a lone dingy boat

Fast reading We first started researching environmental, social, and governance (ESG) factors in 2007, with the aim of establishing whether there was a relationship between ESG and performance. The first link was established in 2014, where our seminal research paper demonstrated that governance was additive to returns. Subsequent research over the intervening period established the […]

Trump’s tariff rollout hits roadblock

US flag on cargo container in front of sky

market snapshot

Can Argentina reboot its crisis-ridden economy?

Buenos Aries harbour and skyline

EMD report Q2 2025

Stocks soar on US-China tariffs pause

Image of US and Chinese flags fluttering in the breeze

market snapshot

Global High Yield Credit Engagement* Annual Report, 2024

A landscape view of mountains topped with trees, shrouded in mist

Turning engagement into meaningful change

A bunker for the trade war

a series of military bunkers

President Trump’s tariffs have driven market volatility, as measured by the VIX, to levels not seen since the pandemic. Currently, there is a temporary pause on the tariffs (aside from a 10% rate) for every nation except China, but that is not stopping the market from reeling as the world’s two largest economies push tariffs […]