Insights
2024 Sustainability Report
Other Insights
Eastern European Equities: Close to a Re-Risking Catalyst
The onset of the conflict in Ukraine in March 2022 heightened uncertainties about the economic and financial prospects of Eastern Europe.
Learn more Eastern European Equities: Close to a Re-Risking Catalyst
Global Asset Allocation Team Market Update – December 2024
In November, the so-called “Trump trade” lingered on following the Republican sweep in the United States – with investors cheering the incoming administration’s business-friendly stance.
Learn more Global Asset Allocation Team Market Update – December 2024
Exploring Emerging and Frontier Markets Investing
Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, joined Asset TV to discuss key trends and opportunities in Emerging Markets. The conversation highlighted inefficiencies in major emerging market indices, compared opportunities across Saudi Arabia, Vietnam, and Poland, and delved into the perception-reality gap within the market.
Learn more Exploring Emerging and Frontier Markets Investing
Private Credit Essentials: Key Insights and Strategies
Learn more about private credit, an attractive and highly versatile asset class, in our latest white paper.
Learn more Private Credit Essentials: Key Insights and Strategies
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 2025
Financial markets ended 2024 on an uninspiring note as investors contemplated an environment of resilient growth and persistent inflation in the United States that cast doubts over the scope of policy easing from the Federal Reserve.
Learn more Global Asset Allocation Team Market Update – January 2025