Natural capital: the call of the wild
2024 Outlook
Artificial Intelligence: it’s all in the algorithm
2024 Outlook
Renewables: winds of change
2024 Outlook
Global Emerging Markets Equity: Outlook 2024
Well positioned for a rebound in EM growth stocks
Equities rally as sentiment brightens
market snapshot
The Meeting Room: Global Emerging Markets Fund, November 2023
Hear from Head of Global Emerging Markets, Kunjal Gala along with Christopher Clube and James Cook, as they deliver an in-depth analysis of the macroeconomic environment in emerging markets, discussing key economic drivers benefitting emerging markets, such as the transformation of China into a higher value-added economy, India’s GDP growth momentum and the easing cycle […]
Moment of truth
Fast reading: Corporate fundamentals have had a good run – but it may be time to be more cautious. Dispersion could be a key theme for 2024. Credit analysis will come to the fore as an expected economic slowdown winnows out winners from losers. The maturity wall: Not what you might expect. Refinancing should be […]
Not your average credit cycle
Three things we learned: Issuers are preparing for a new normal. Nothing’s written in stone but higher for longer has already profoundly affected credit market fundamentals. Dispersion could be a central theme of 2024. Short-term money markets have not witnessed significant outflows… yet. Expectations are for asset growth to continue into 2024 but will be driven by institutional […]
Expert insights on the short end of the curve
Short Term Investments Committee
The tiger that lost its roar: the mystery of South Korea’s underperforming equities
Chartology
