Latest Insights
Emerging market equities: balancing the promise of innovation with the risk of inflation
The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.
Global dividend payouts reach Record Q3 high
Dividends jumped by a record 22% to reach $403.5 billion – an all-time high for the third quarter.
COP26: reflections, responsibility and legacy
In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.
Emerging Markets: Why then, why now?
Portfolio Manager Daniel Graña on the case for EM Equities and what led him to spend his career focused on emerging markets.
COP26 week two: coal, carbon-trading and climate change funding
During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.
COP26: “Finance Day” commitments amid greenwashing backlash
The latter half of week one at COP26 focused on the finance industry’s role in reducing emissions, including potential impending reporting and regulatory requirements.
COP26: Deforestation, Methane Emissions and Decarbonization in Focus
COP26 so far has seen a focus on deforestation, the reduction of methane emissions and decarbonization of steel production and coal usage
COP26: what it is and why it matters
Why this year’s conference has been given such high attention from the media and our clients, who plans to be there, and why it matters.
The semiconductor shortage: Why more than tech investors should care
The current semiconductor shortage may be more pervasive and longer-lasting than many expect.
Rates update: yields move higher – September spike or sustained trend?
The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.
Sustainable investing gets active
We believe active managers are in a position to drive positive change amid the shift to sustainability.
The Case for Alternatives in a Buoyant Market
After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.