FEATURED ARTICLE

Asia ex-Japan Equity: Letter to Investors
It was us and we did it! (we think)
Jonathan Pines, CFA
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FEATURED ARTICLE

Sustainable Global Equity, H1 2025
Martin Todd, CFA
Henry Biddle, CFA, ACA
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FEATURED ARTICLE

360°, H2 2025
How not to be a deer caught in the 'headlines'
Mitch Reznick, CFA
Nachu Chockalingam, CFA
Vincent Benguigui
Mark Dove, CFA
Filippo Alloatti
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Article
29 September 2025
| Macro
Where can bond investors find value in a rate-cutting cycle?
Chartology
Ihab Salib
Nicholas Tripodes, CFA
An opportunity to lock in historically elevated yields
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Newsletter
26 September 2025
| Macro
Market Snapshot
A dollar bazooka for Argentina
The US breaks out the big guns to help its LatAm ally.
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Article
25 September 2025
| Active ESG
Behind the red-hot rebound in emerging markets
Chartology
James Cook
Outperformance of EM YTD has been underpinned by a confluence of tailwinds.
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Report
25 September 2025
| Impact
Global SMID Equity Engagement: H1 2025 report
A focus on responsible AI
We have chosen to purposefully scale up our AI-related engagement efforts.
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Report
25 September 2025
| Macro
The end of exorbitant privilege?
EMD report Q3 2025
Mohammed Elmi, CFA
Jason DeVito, CFA
Fast-developing economies are transforming global markets.
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Article
24 September 2025
| Active ESG
Our new AI assessment of engagement sentiment
Louise Dudley, CFA
Seeking to drive ESG alpha through innovation.
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Video
22 September 2025
| Active ESG
The MDT factor
Scott Conlon, CFA
How does MDT set itself apart from traditional fundamental and quant equity strategies?
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Report
22 September 2025
| Alternatives
When down is up and South is North
Trade finance and tariffs
Chris McGinley
Kazaur Rahman
Maarten Offeringa
A well-structured trade finance strategy has the potential to shelter a portfolio from high tariffs.
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A close up of a statue of Frankenstein's monster.
Article
16 September 2025
| Macro
Index investing and Dr. Frankenstein’s creation
Daniel Peris, Ph.D., CFA
Something changes when the benchmark takes on a life of its own.
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Article
16 September 2025
| Active ESG
The US SMID revival: Why this quiet rotation matters
Charlotte Daughtrey
Are US small and mid-cap stocks making a stealthy comeback?
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Snowy mountain peaks with low cloud
Report
15 September 2025
| Active ESG
Global Equity ESG, H1 2025
Geir Lode
Louise Dudley, CFA
Lewis Grant
How can AI transform company engagement?
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Video
11 September 2025
| Active ESG
Meet the Manager: MDT’s Kelly Patel
Kelly Patel, CFA
The face behind the fund.
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