FEATURED ARTICLE

Global SMID Equity Engagement* Annual Report, 2024
: Constructive engagement and positive change
Will Pomroy
Hamish Galpin
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FEATURED ARTICLE

Private equity in a net zero world
: Managing climate risks and opportunities
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FEATURED ARTICLE

Global Equity ESG, Annual Report 2024
Louise Dudley, CFA
Lewis Grant
Geir Lode
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US flag on cargo container in front of sky
Article
30 May 2025
| Active ESG
Trump’s tariff rollout hits roadblock
: market snapshot
Mitch Reznick, CFA
RJ Gallo, CFA
Filippo Alloatti
US court ruled this week that president has overstepped his authority.
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Colourful, rolling fields at sunset
Report
27 May 2025
| Stewardship
EOS Stewardship Report 2024
EOS has published its latest Stewardship Report.
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A photo of the outside of the US Treasury
Article
23 May 2025
| Macro
What does the US debt downgrade mean?
: market snapshot
Karen Manna
Steven Chiavarone, CFA
US borrowing costs creep higher.
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Article
22 May 2025
| Macro
The ECB’s road ahead
: navigating the certain uncertainties
John Sidawi
Europe’s economic backdrop is brimming with competing dynamics.
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a hiker stands on top of a rock looking out over a mountain range
Article
21 May 2025
| Macro
How should credit investors navigate such an uncertain backdrop?
Mitch Reznick, CFA
Is this the end of 'The End of History'?
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Close-up of a waterfall, water cascading into mist
Report
20 May 2025
| Stewardship
FHL Stewardship Report 2024
FHL has published its latest Stewardship Report.
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definition of the word 'uncertainty' in a dictionary
Video
20 May 2025
| Macro
What word best encapsulates the current economic environment?
Mitch Reznick, CFA
Definition: not able to be relied on; not known or definite.
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two oil pumps against a setting sun
Article
20 May 2025
| Macro
Oil prices stop making sense
Mohammed Elmi, CFA
OPEC members are not on the same page.
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Article
19 May 2025
| Stewardship
The battle for critical minerals
Dana Barnes
Elissa El Moufti
As demand for electric vehicles and other clean technologies accelerates, the race to secure supplies of lithium, nickel and cobalt is intensifying.
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Buenos Aries harbour and skyline
Report
19 May 2025
| Active ESG
Can Argentina reboot its crisis-ridden economy?
: EMD report Q2 2025
Jason DeVito, CFA
Mohammed Elmi, CFA
President Milei has implemented a severe austerity package.
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A wall with a chart showing in a corridor with many people walking past.
Webinar
15 May 2025
| Macro
MDT Advisers: Can machine learning deliver a diversified alpha stream?
Scott Conlon, CFA
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Image of US and Chinese flags fluttering in the breeze
Article
14 May 2025
| Active ESG
Stocks soar on US-China tariffs pause
: market snapshot
James Cook
Phil Orlando
Leading indices have wiped out losses sustained this year.
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