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Global Emerging Markets Equity Outlook 2025
: Riding the megatrends
Kunjal Gala
Vivek Bhutoria, CFA
Chris Clube
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FEATURED ARTICLE

How project finance fits into a trade finance strategy
Chris McGinley
Kazaur Rahman
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FEATURED ARTICLE

EOS 2024 Annual Review
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Article
19 March 2025
| Active ESG
GenAI heralds potential revolution in productivity
Kunjal Gala
Productivity growth is in decline. But Generative AI could reverse this trend.
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Article
18 March 2025
| Macro
The emergence of Gen-Z
: Chartology
Kunjal Gala
Gen-Z as consumers and as a workforce.
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Article
14 March 2025
| Macro
Tariff tensions shake Wall Street
: market snapshot
Louise Dudley, CFA
Andrew Lennox
Damian McIntyre
US stocks plunge amid escalating trade tensions.
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Article
14 March 2025
| Macro
America’s allies shore up their defences
Peter Smith
It's been a momentous time in geopolitics.
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Report
11 March 2025
| Active ESG
360°, H1 2025:
: Is the market pricing in a ‘Trump tantrum’ of its own?
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Orla Garvey
Anna Chong
Vincent Benguigui
The view from the fixed income desk.
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Video
7 March 2025
| Macro
Strapped to the mast
Stephen Auth, CFA
Our outlook for global equities.
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fog covering a busy road
Article
7 March 2025
| Macro
Steering through the fog of policy uncertainty
Steven Chiavarone, CFA
A strong second half for markets?
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Article
7 March 2025
| Macro
A week is a long time in (geo)politics
: market snapshot
Louise Dudley, CFA
Jason DeVito, CFA
Markets respond to a sea change in the status quo.
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Article
4 March 2025
| Active ESG
Fiorino: Elementary
: Solving the eurozone bank mystery
Filippo Alloatti
Fiorino explores the European banking asset-quality ‘miracle’ down to the sub-atomic level…
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Article
3 March 2025
| Liquidity
We SECond this change
Deborah Cunningham, CFA
Market intervention should subside under the new SEC leadership.
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Looking directly up at the skyline of the financial district in central London
Webinar
3 March 2025
| Active ESG
Not all banking partnerships are created equal
Patrick Marshall
Kevin Roche, CFA
Deal origination is critical to achieving consistent returns across the asset class.
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Video
3 March 2025
| Liquidity
Beneath the surface: a deep dive into liquidity
Deborah Cunningham, CFA
What’s shaping our view of money markets right now?
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