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The 3 reasons we still feel good about tech
Tej Sthankiya, CFA
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FEATURED ARTICLE

Short duration: the advantages of a global remit
Ihab Salib
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the top half of a globe

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Real estate debt: uncorrelated returns throughout the cycle
Vincent Nobel
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Article
25 July 2025
| Macro
A tech transformation for China?
: market snapshot
Sandy Pei, CFA
Lewis Grant
Hang Seng hits three-year high with EVs and renewables leading the way.
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Report
22 July 2025
| Alternatives
Diversifying direct lending portfolios through sponsor-less lending
: Private Markets Insight
Damien Hedderwick
Navigating the challenges of a maturing asset class.
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Video
21 July 2025
| Macro
Fixed Income Fund Selector Masterclass
Andrew Lennox
Fixed Income webinar featuring a panel of experts.
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Video
21 July 2025
| Alternatives
The Art of Diversification: effective portfolio creation in real estate
Vincent Nobel
Does ‘modern portfolio theory’ work in private markets?
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a woman is standing in a supermarket and reading her receipt
Article
18 July 2025
| Macro
US inflation hits 2.7%
: market snapshot
Karen Manna
Damian McIntyre, CFA
Consumer prices climbed higher in June amid concerns that trade levies are pushing up cost of goods.
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Newsletter
17 July 2025
| Active ESG
GEMs ESG Materiality, H1 2025
: Examining biodiversity risk
Olivia Lankester
Kunjal Gala
We provide an update on our voting and engagement activity over the last 12 months.
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a setting sun in a central position against a red sky with a wooden deck in view at the base.
Article
16 July 2025
| Active ESG
Summertime…but will the Fed be easing?
Karen Manna
With noise levels still high, certainty on policy remains elusive.
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A woman is holding a phone and wearing headphones while looking out over a setting sun.
Article
15 July 2025
| Active ESG
Signs of a growing deficit attention disorder
Robert Ostrowski
Short-term risk-on distractions should give way to long-term economic reality.
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Video
14 July 2025
| Macro
What sets quant apart from traditional investors?
Daniel Mahr, CFA
Traditional fundamental versus quant.
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Article
10 July 2025
| Macro
South Korean stocks soar on governance reform hopes
: market snapshot
Jonathan Pines, CFA
Olivia Lankester
Revision to the Commercial Act is part of efforts to tackle the so-called ‘Korea Discount’.
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Article
8 July 2025
| Alternatives
EM in trade finance: unmet demand and alpha potential
Maarten Offeringa
Chris McGinley
Kazaur Rahman
Emerging markets provide an ideal investment environment for trade finance.
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Video
8 July 2025
| Active ESG
Marking four years of Sustainable Global Equity
Martin Todd, CFA
Our insights on value, relevance and resilience.
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