FEATURED ARTICLE

Global SMID Equity Engagement* Annual Report, 2024
Constructive engagement and positive change
Will Pomroy
Hamish Galpin
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FEATURED ARTICLE

Private equity in a net zero world
Managing climate risks and opportunities
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FEATURED ARTICLE

Global Equity ESG, Annual Report 2024
Louise Dudley, CFA
Lewis Grant
Geir Lode
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Team
a team of people lead a tug of war on a rope
Article
5 June 2025
| Macro
Fed may do little in this push-me-pull-you market
Karen Manna
Bond investors had plenty to consider during May.
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Newsletter
4 June 2025
| Active ESG
Equitorial: ESG is here to stay – and we’re better for it
Geir Lode
Louise Dudley, CFA
Lewis Grant
ESG is dividing opinion. For our Global Equity team, it still matters.
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Image with Blue background showing 'No' on yellow
Article
3 June 2025
| Liquidity
The answer is, ‘No’
Deborah Cunningham, CFA
Has Moody’s US downgrade impacted money market funds?
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Video
3 June 2025
| Macro
Riding the storm
Steven Chiavarone, CFA
What’s beyond the volatility? Here’s our roadmap.
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US flag on cargo container in front of sky
Article
30 May 2025
| Active ESG
Trump’s tariff rollout hits roadblock
market snapshot
Mitch Reznick, CFA
RJ Gallo, CFA
Filippo Alloatti
US court ruled this week that president has overstepped his authority.
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Colourful, rolling fields at sunset
Report
27 May 2025
| Stewardship
EOS Stewardship Report 2024
EOS has published its latest Stewardship Report.
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A photo of the outside of the US Treasury
Article
23 May 2025
| Macro
What does the US debt downgrade mean?
market snapshot
Karen Manna
Steven Chiavarone, CFA
US borrowing costs creep higher.
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Article
22 May 2025
| Macro
The ECB’s road ahead
navigating the certain uncertainties
John Sidawi
Europe’s economic backdrop is brimming with competing dynamics.
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a hiker stands on top of a rock looking out over a mountain range
Article
21 May 2025
| Macro
How should credit investors navigate such an uncertain backdrop?
Mitch Reznick, CFA
Is this the end of 'The End of History'?
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Report
20 May 2025
| Stewardship
FHL Stewardship Report 2024
FHL has published its latest Stewardship Report.
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definition of the word 'uncertainty' in a dictionary
Video
20 May 2025
| Macro
What word best encapsulates the current economic environment?
Mitch Reznick, CFA
Definition: not able to be relied on; not known or definite.
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two oil pumps against a setting sun
Article
20 May 2025
| Macro
Oil prices stop making sense
Mohammed Elmi, CFA
OPEC members are not on the same page.
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