FEATURED ARTICLE

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

FEATURED ARTICLE

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

FEATURED ARTICLE

Climate Change High Yield Credit, Annual Report 2024
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Sophie Demaré
Bertie Nicholson
Audrey Beadle
Read more
Filter all by:
Content Type
Theme
Team
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?
Read More
Watch now
Listen now
Article
10 February 2025
| Active ESG
Gilt trip
John Sidawi
What exactly distinguishes a bond vigilante?
Read More
Watch now
Listen now
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.
Read More
Watch now
Listen now
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.
Read More
Watch now
Listen now
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.
Read More
Watch now
Listen now
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.
Read More
Watch now
Listen now
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.
Read More
Watch now
Listen now
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.
Read More
Watch now
Listen now
Article
31 January 2025
| Active ESG
Finding the balance
Daniel Mahr, CFA
The short term is not the enemy of the long term.
Read More
Watch now
Listen now
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.
Read More
Watch now
Listen now
Case study
24 January 2025
| Stewardship
Case study: Canadian Imperial Bank of Commerce
Read More
Watch now
Listen now
Article
24 January 2025
| Active ESG
European stocks rally despite tariff fears
: market snapshot
Geir Lode
Jason DeVito, CFA
Return of Trump to White House dominated investor concerns this week.
Read More
Watch now
Listen now
Load More

You might be interested in…

DNA

About us

A global leader in active, responsible investment, we are guided by the conviction that responsible investing is the best way to create long-term wealth.
Learn more
Sustainability icon

Investments

From best-practice ESG integration to SDG investing and impact, we offer many pathways to Sustainable Wealth Creation.
Learn more
Clouds

Sustainability

Since 1983, Sustainable Wealth Creation has been our sole purpose.
Learn more