Insights
2024 Sustainability Report
Other Insights
Global Asset Allocation Team Market Update – December 2025
Financial markets were whipsawed in November.
Learn more Global Asset Allocation Team Market Update – December 2025
The Post-Dollar EM Opportunity
Senior Portfolio Manager Ian Simmons discusses the drivers behind renewed momentum in emerging markets, key reform stories and where he sees the most compelling opportunities ahead.
Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets
In our latest webinar, Jerome Booth, Ian Simmons, and CJ Morrell examined the evolving landscape of emerging markets and discussed where potential opportunities may arise. The conversation explored why a selective, actively managed approach can help navigate risks and inefficiencies compared to passive allocations, and how structural changes in key regions, including Asia, the Middle East, and select frontier markets, are influencing long-term investment considerations.
Learn more Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets
Global Asset Allocation Team Market Update – November 2025
The fourth quarter got off to a strong start. Solid economic and corporate earnings results in the United States provided a tailwind for global stock markets – while a tentative trade truce between the United States and China added to the optimistic mood in the market.
Learn more Global Asset Allocation Team Market Update – November 2025
Strategy Commentaries
Please note that strategy commentaries can now be found on their respective strategy pages under Documents.
Global Asset Allocation Team Market Update – January 2026
Financial markets generated some mixed results in December as fears around lofty valuations saw the AI trade fizzle towards year end – while investors were also contemplating the path for global monetary policy as the synchronized easing cycle winds down.
Learn more Global Asset Allocation Team Market Update – January 2026