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Investors are shifting away from tech mega-caps. Will the small-cap rally last?
The Q2 Public Engagement Report focuses on pharmaceutical animal testing, climate transition plans and voting season trends.
Gold now stands at all-time highs. What’s driving the yellow metal higher?
Emily DeMasi considers the US team's tailored engagement approach and achievements.
Bond markets appear poised to generate income to a degree not seen since before the global financial crisis.
Investors in ‘wait and see’ mode following shock French election result…
5 July 2024
| Macro
The UK election result was largely priced in.
A gathering of professionals acknowledged five decades of money funds and sifted through issues in their future.
Fears are growing that the Brazilian government will fail to eliminate the primary deficit this year as planned.
27 June 2024
| Active ESG
Our Q2 case study looks at leading US cement manufacturer Eagle Materials.
Leon Kamhi reflects on the changes in stewardship over the years with his vision for the future.
Can recent advances in AI improve results for active managers?
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