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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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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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Tall office buildings, viewed from below
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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image of commercial port at a bay with lots of shipping containers
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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woodland path surrounded by bluebells
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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Article
4 July 2025
| Active ESG
Can the S&P 500 maintain its rebound?
: market snapshot
RJ Gallo, CFA
Paul Dalton
US blue-chip index hit a new all-time high this week.
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Storm clouds over US Federal Reserve building
Article
4 July 2025
| Liquidity
Not the time to lack ‘conviction’
Deborah Cunningham, CFA
Fed Chair Powell makes things worse by dismissing the SEP.
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a winding road through a green forest with a single car visible
1 July 2025
| Active ESG
Understanding asset-backed securities (ABS)
What value does ABS bring to low duration portfolios?
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Article
1 July 2025
| Sustainable
The 3 reasons we still feel good about tech
Tej Sthankiya, CFA
Views from the Sustainable Global Equities desk.
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Article
27 June 2025
| Macro
The Hang Seng surge
: market snapshot
James Cook
Lewis Grant
A shifting narrative for the ultimate contrarian trade?
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the top half of a globe
Article
27 June 2025
| Active ESG
Short duration: the advantages of a global remit
Ihab Salib
A global remit can offer a broader range of alpha sources.
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Video
27 June 2025
| Macro
A quantitative edge in uncertain markets
Daniel Mahr, CFA
How have quant strategies demonstrated resilience during market volatility?
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