Can Argentina reboot its crisis-ridden economy?
EMD report Q2 2025
Stocks soar on US-China tariffs pause
market snapshot
Global High Yield Credit Engagement* Annual Report, 2024
Turning engagement into meaningful change
A bunker for the trade war
President Trump’s tariffs have driven market volatility, as measured by the VIX, to levels not seen since the pandemic. Currently, there is a temporary pause on the tariffs (aside from a 10% rate) for every nation except China, but that is not stopping the market from reeling as the world’s two largest economies push tariffs […]
The contours of a new trade landscape
Near-term equity and currency moves represent a short-term shock to the markets as the investment community digests the tariff news and reassesses relative economic growth, earnings estimates, and access to markets. While the tariff overhang has not disappeared, we are now much closer to the beginning of the end. Total market uncertainty has now been […]
Sustainable Global Equity Annual Report, 2024
Fast reading Investment review, 2024 Engagement overview Thematic focus: Financial inclusion (and why it’s a source of prosperity for all) Key holding examples: AIA Group, Mastercard, ICIC Bank Engagement case study: Credicorp Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now Sustainable Global Equity, Annual Report […]
German spending bill bolsters Europe rebound
market snapshot
360°, H1 2025:
Is the market pricing in a ‘Trump tantrum’ of its own?
European stocks soar on Ukraine peace hopes
Market snapshot
Set to soar: Our outlook for US SMID
Video transcript Why do you believe now is the right time for US SMID stocks? We believe now is a really good time to be investing in US smaller and mid-cap stocks. Not only is the relative valuation cheap when compared to large-cap counterparts, but we also expect enhanced earnings growth over the next couple […]
