FEATURED ARTICLE

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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Whitepaper
26 March 2025
| Alternatives
Trade Finance whitepaper
: Access uncorrelated alpha potential with limited reliance on traditional return drivers
Chris McGinley
Ihab Salib
Kazaur Rahman
Maarten Offeringa
Trade finance plays a vital role in facilitating global trade flows.
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Article
25 March 2025
| Stewardship
The evolution of investor stewardship
Leon Kamhi
In 2025 and beyond, policy, best practice and company engagement will necessarily evolve to be more action-oriented and complementary.
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Article
21 March 2025
| Macro
A wary Fed
Susan Hill, CFA
'Uncertainty' dominated the FOMC meeting this week.
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Article
21 March 2025
| Active ESG
German spending bill bolsters Europe rebound
: market snapshot
Orla Garvey
James Cook
Peter Smith
German MPs approved €500bn spending package this week.
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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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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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