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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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winding path through golden grass at sunset on dunstable downs

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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
10 April 2026
| Macro
Market Snapshot 
Investor hopes rise on fragile truce
Louise Dudley, CFA
Kunjal Gala
US-Iran ceasefire plan sparks rally, but tensions remain high
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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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Report
26 March 2026
| Active ESG
Sustainable Global Equity, Annual Report 2025 
Martin Todd, CFA
Henry Biddle, CFA, ACA
Powering progress: Confronting AI’s footprint & unlocking its sustainable potential
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Dasht-e Lut desert in southeastern Iran
Article
25 March 2026
| Macro
The long and the short of it in Iran 
Martin Schulz
How far along are we in the war?
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Top view of the circular road in the forest
Article
24 March 2026
| Sustainable
Five questions: Sustainable Global Investment Grade Credit 
Nachu Chockalingam, CFA
The what's, the why's and the wherefores of the strategy.
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