FEATURED ARTICLE

Market Snapshot
: Broadening-out trade gathers momentum
Steven Chiavarone, CFA
Charlotte Daughtrey
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FEATURED ARTICLE

Spreads, value and our credit outlook
RJ Gallo, CFA
Mitch Reznick, CFA
Robert Ostrowski, CFA
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old wooden abacus, shot with shallow depth of field

FEATURED ARTICLE

The resilience premium
James Cook
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FEATURED ARTICLE

What’s behind the boom in direct lending?
Laura Vaughan, CFA
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Video
16 February 2026
| Macro
AI optimism, not exuberance
Steven Chiavarone, CFA
Steven Chiavarone shares our latest thinking on AI and the 'broadening out' trade.
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Report
13 February 2026
| Active ESG
Global Emerging Markets Equity: Outlook 2026
: Behind the EM rebound
Kunjal Gala
Vivek Bhutoria, CFA
Christopher Clube
We believe the EM rally has the potential to be prolonged and significant
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Newsletter
13 February 2026
| Macro
Market Snapshot
: Broadening-out trade gathers momentum
Steven Chiavarone, CFA
Charlotte Daughtrey
A weekly view from our portfolio managers into the trends shaping markets right now.
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Article
10 February 2026
| Active ESG
Rate realities await the next Fed Chair
RJ Gallo, CFA
Yield curve dynamics may be in flux once Warsh is in office.
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New York City skyscrapers as viewed from the ground
Article
9 February 2026
| Active ESG
A healthy correction underway
Stephen Auth, CFA
Steven Chiavarone, CFA
Damian McIntyre, CFA
Market broadening accelerates as software gets its 'DeepSeek' moment.
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Newsletter
6 February 2026
| Macro
Market Snapshot
: The US Federal Reserve at a crossroads?
Charlotte Daughtrey
Filippo Alloatti
A weekly view from our portfolio managers into the trends shaping markets right now.
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Article
2 February 2026
| Liquidity
Too much Fed news
Deborah Cunningham, CFA
From a subpoena to a nomination, the Fed has dominated the headlines.
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South Korea bridge at night with lights
Newsletter
27 January 2026
| Active ESG
Asia ex-Japan Equity: Letter to Investors
: South Korean stocks rose 83% last year – now what do we do?
Jonathan Pines, CFA
The Strategy’s performance last year was boosted by the stellar performance of South Korean stocks.
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Astronomical clock in Prague Czech republic
Article
26 January 2026
| Active ESG
Living in the now
Karen Manna
If the future keeps bond investors awake at night, the present is complicated too.
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The euro symbol outside ECB building in Frankfurt
Report
23 January 2026
| Liquidity
Qualifying Money Market Funds: A smart Euro cash management solution
Why consider a short-term euro prime fund over bank deposits?
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old wooden abacus, shot with shallow depth of field
Video
20 January 2026
| Active ESG
Spreads, value and our credit outlook
RJ Gallo, CFA
Mitch Reznick, CFA
Robert Ostrowski, CFA
Hear from our three heads of fixed income.
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Article
19 January 2026
| Active ESG
The resilience premium
James Cook
Why emerging markets stand taller in a fractured world.
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