How to adapt and respond to choppy waters
Fast reading In May, Moody’s stripped the US of its triple-A credit rating, leaving the world’s largest economy without a top rating for the first time in over a century. The volatile market conditions support the case for a flexible and dynamic multi-asset credit investment approach. An unconstrained strategy has the ability to adapt to […]
Introducing the new QESG 3.0: The next generation
Fast reading The broader philosophy of the score remains the same, in that it remains vital to avoid the worst companies and identify those that are changing for the better. However, the availability of better and more granular data sources has enabled improvements in several key areas. QESG 3.0 builds on our pioneering ESG research […]
Trump’s tariff rollout hits roadblock
market snapshot
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
