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Insights and research

The expert opinion and research driving our investment decisions.

Insights

Emerging markets equities: Game on or game over?
Insights
Emerging markets equities: Game on or game over?

In the latest episode, Devan and Tom recap the first quarter of 2025 before delving into the impacts of US policies and exploring the opportunities ahead for the asset class.

13 min Listen
Private markets: An investment haven in an uncertain world?
Insights
Private markets: An investment haven in an uncertain world?

A look at how private markets may offer stability and growth in today's volatile world. Can they be an investment haven? Discover the potential.

4 min Read
Emerging markets debt: The aftershocks of Liberation Day
Insights
Emerging markets debt: The aftershocks of Liberation Day

In the latest episode, Edwin and Paul recap the first quarter of 2025 before turning their attention to tariffs and trade wars and what they could mean for emerging market fixed income investors.

13 min Listen
Small caps: Quality as a cornerstone
Insights
Small caps: Quality as a cornerstone

A look at how quality small-cap stocks may offer meaningful downside protection during market stress while delivering potentially compelling long-term returns.

2 min Read
Equities: A diversification “lunch” à la Markowitz
Insights
Equities: A diversification “lunch” à la Markowitz

Ready to diversify your portfolio? A look at how to navigate market concentration and political unpredictability.

4 min Read
Infrastructure: Firm foundations for a volatile world
Insights
Infrastructure: Firm foundations for a volatile world

Amid the global market volatility brought on by ongoing tariff turmoil and trade wars, a look at how investing in infrastructure may offer a reliable haven for investors seeking stable, inflation-protected returns and resilience.

4 min Read
Emerging market corporate bonds: Beyond the tariff tension
Insights
Emerging market corporate bonds: Beyond the tariff tension

What impact will tariffs have on emerging market corporate bonds? Looking south of the border, we find that the answer might not be as bad as some may expect.

8 min Read
Trumponomics: What tariffs could mean for small caps
Insights
Trumponomics: What tariffs could mean for small caps

A look at how Trump's latest tariffs are reshaping the landscape for US small-cap stocks, creating new opportunities for growth.

4 min Read
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Global Macro Research

How tariffs shift the economic outlook
Global Macro Research
How tariffs shift the economic outlook

A look at how recent tariffs announced by President Trump are reshaping the global economic outlook, what this could mean for future trade dynamics, and if a stagflationary shock is heading investors' way.

6 min Read
How high could tariffs go?
Global Macro Research
How high could tariffs go?

In the latest episode, hosts Paul and Luke discuss Trump's bombshell tariff announcements and the potential economic impact on inflation, growth, and global trade.

28 min Listen
Emerging markets: Navigating in the fog of trade war
Global Macro Research
Emerging markets: Navigating in the fog of trade war

As President Trump raises tariff havoc, letting slip the fog of trade wars, a look at how emerging markets are navigating the complexities and potential opportunities in shifting global policies.

7 min Read
New world order
Global Macro Research
New world order

How may US policy uncertainty impact the global economy? Discover key trends we believe are shaping the new world order.

6 min Read
Is the economy heading for a Trumpcession?
Global Macro Research
Is the economy heading for a Trumpcession?

Amid elevated uncertainty, federal job cuts, and higher tariffs, Luke and James examine exactly where the US economy is heading.

32 min Listen
Are tariffs a growth or inflation shock?
Global Macro Research
Are tariffs a growth or inflation shock?

Amid President Trump's confirmed tariff increases on China, Mexico, and Canada, a look at their impact on the global economy.

4 min Read
China: DeepSeek and beyond
Global Macro Research
China: DeepSeek and beyond

A deep dive into how DeepSeek lifts the lid on China's technological advancements.

4 min Read
The dragon strikes back
Global Macro Research
The dragon strikes back

A look at the challenges China faces in offering concessions to remove the latest 10% tariff increase, which is also expected to rise further.

4 min Read
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