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What’s next for Asia ex-Japan?
Jonathan Pines, CFA
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FEATURED ARTICLE

Cracking the code: Quant Investing’s Secret to Finding Alpha
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FEATURED ARTICLE

Public Engagement Report Q2 2025 
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Report
29 August 2025
| Active ESG
Is global high yield a short duration market now? 
Mitch Reznick, CFA
Mark Dove, CFA
Over the duration, duration has declined.
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Case study
27 August 2025
| Stewardship
Case study: ANTA Sports Products 
Kenny Tsang
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Lake through a camera lens
Article
27 August 2025
| Active ESG
Which indices have surprised on the upside? 
Chartology
James Cook
Some unexpected candidates take pole position in the performance stakes.
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Federal reserve building
Article
27 August 2025
| Macro
How far does the Fed’s influence extend? 
Karen Manna
Not all points of the yield curve respond equally to Federal Reserve rate cuts.
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A view from above of a road spanning a body of water. Forests are visible on either side of the water and a blue car is driving across the road on the right hand side.
Report
21 August 2025
| Active ESG
360°, H2 2025: 
How not to be a deer caught in the 'headlines'
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Vincent Benguigui
Mark Dove, CFA
Filippo Alloatti
The view from the fixed income desk.
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Video
21 August 2025
| Active ESG
The AI toolbox 
Damien Zhang, CFA
How does MDT view AI?
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Article
13 August 2025
| Active ESG
When risk is underpriced, quality is all the more valuable 
Kathryn P. Glass, CFA
Continued tight yield spreads are challenging high-yield investors.
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Video
12 August 2025
| Active ESG
New name, same philosophy 
(Re)introducing: Global SMID Equity Engagement*
Will Pomroy
Charlotte Daughtrey
The Fund may have changed its name – but nothing fundamental has changed.
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Newsletter
8 August 2025
| Active ESG
GEMs Equity, Outlook H2 2025 
Targeting tomorrow’s winners
Kunjal Gala
Vivek Bhutoria, CFA
Christopher Clube
Despite various headwinds, we see compelling opportunities in EM
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Article
4 August 2025
| Liquidity
Construction junction 
Deborah Cunningham, CFA
Fed holds rates, and Chair Powell sidesteps President Trump's pressure.
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Article
31 July 2025
| Active ESG
The balancing act continues 
RJ Gallo, CFA
The Fed’s inflation concerns still outweigh indications of softening growth.
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Solitary pagoda on top of mound in lush green field
Video
30 July 2025
| Active ESG
What’s next for Asia ex-Japan? 
Jonathan Pines, CFA
The key factors shaping our view.
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