For Institutional Investors in the US
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.
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Why China is key to driving emerging market (EM) opportunities and performance in 2022.
The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.
Our Global Head of ESG Investments chairs a World Climate Summit Investment COP panel discussion on the opportunities and challenges decarbonization presents across emerging markets.
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
The ability to navigate the pandemic and harness innovation are key drivers for emerging market equities growth.
Portfolio Manager Daniel Graña on the case for EME and what led him to spend his career focused on emerging markets.
While near-term risks exist, the trajectory of emerging markets remains on stable footing
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
Perspective on some of the major “known unknowns” confronting institutional investors as we step into 2021.
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.
In this article, portfolio manager Aneet Chachra considers the potential benefits of a simple tactical allocation model based on trailing relative returns when looking at US vs emerging markets, and the importance of moving quickly when making investment decisions.