FEATURED ARTICLE

Everything you wanted to know about elections and trade finance
: (but were afraid to ask)
Chris McGinley
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FEATURED ARTICLE

Investors vote with their feet
Phil Orlando
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Article
31 October 2024
| Stewardship
Too risky to cover?
Navishka Pandit
Judi Tseng
Michael Benedict Yamoah 
EOS engages with global insurance companies to understand the climate-related risks and opportunities they face.
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Video
30 October 2024
| Macro
Strategic Value Dividend: Why now, why always
Daniel Peris, Ph.D., CFA
A smart choice throughout the cycle.
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Article
30 October 2024
| Active ESG
Is the auto sector stuck in second gear?
Chris Liang
We continue to see opportunities in US automotive names over their European counterparts.
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A sculpture depicting an ancient animal
Article
30 October 2024
| Macro
MNA: the building blocks of the euro bank merger cycle spring back to life
Filippo Alloatti
Life is where physics meets chemistry.
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Article
29 October 2024
| Active ESG
A guide to fixed income and the US election
Mitch Reznick, CFA
Harris and Trump remain neck and neck.
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Video
28 October 2024
| Macro
Decades in the making: MDT Advisers
Scott Conlon, CFA
Our ‘MDT’ franchise has a legacy spanning over 30 years.
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Report
28 October 2024
| Stewardship
Public Engagement Report Q3 2024
The Q3 Public Engagement Report examines physical climate risk, water management, the evolution of stewardship and emerging market voting season trends.
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Article
25 October 2024
| Macro
A false dawn for China?
: Market snapshot
James Cook
Sandy Pei, CFA
Damian McIntyre
Mohammed Elmi, CFA
Monetary and fiscal policy are at the forefront of investors’ minds.
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Article
25 October 2024
| Macro
Stock market looking to run the table
Stephen Auth, CFA
We survey the five big worries that we outlined a few weeks ago.
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Article
25 October 2024
| Alternatives
Everything you wanted to know about elections and trade finance
: (but were afraid to ask)
Chris McGinley
A new trade war between the US and China could have unexpected consequences.
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Video
24 October 2024
| Macro
Has China’s luck changed?
Sandy Pei, CFA
In this video, Sandy Pei provides her view.
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Case study
23 October 2024
| Alternatives
Financing Europe’s push for energy security
: Trade finance case study
Chris McGinley
More than US$1bn loan facility financed drilling in Danish waters.
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