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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

FEATURED ARTICLE

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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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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Newsletter
27 March 2026
| Macro
Market Snapshot 
Testing the resilience of the global economy
Mitch Reznick, CFA
Damian McIntyre, CFA
Will the conflict accelerate a transition to alternative energy sources?
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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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Main Bazar by night, Paharganj, New Delhi, India
Report
23 March 2026
| Active ESG
Metals rally provides extra shine to EM debt 
EMD Q1 report
Mohammed Elmi, CFA
Jason DeVito, CFA
Precious and industrial metals to support further outperformance.
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glass office building banner image
Report
20 March 2026
| Impact
Global SMID Equity Engagement: 2025 annual report 
Creating long-term shareholder value
Will Pomroy
Hamish Galpin
In this report we outline our progress during 2025.
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Sunrise over a rocky bay, with light glancing off the water in the foreground.
Report
20 March 2026
| Stewardship
Meeting the stewardship goals of universal owners 
Leon Kamhi
In 2026, investor stewardship will need to increasingly focus on systemic economic risks and opportunities.
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canvas-bag-with-wheat-seeds
Article
19 March 2026
| Alternatives
Ensuring food security in Egypt 
Trade finance case study
Chris McGinley
Kazaur Rahman
We participated in a US$1.3bn syndicated loan to support Egyptian wheat purchases.
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