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Insights and research

The expert opinion and research driving our investment decisions.

Insights

Global small caps: What’s behind the post-Liberation Day surge?
Insights
Global small caps: What’s behind the post-Liberation Day surge?

Small caps are back in the spotlight. From Europe to Asia, nimble companies are outperforming. Is it time to think small?

2 min Read
Emerging markets: Bridging the $43 trillion infrastructure gap
Insights
Emerging markets: Bridging the $43 trillion infrastructure gap

A look at how investors can help bridge the $43 trillion infrastructure challenge in emerging market economies, and unlock growth, resilience, and returns in the process.

5 min Read
Emerging markets: Rolling with the punches
Insights
Emerging markets: Rolling with the punches

Resilient, recharged, and ready to counterpunch, emerging markets appear to be back in the ring. A look at why it may be time for investors to tap into the strength and agility of this asset class, particularly in Asia.

3 min Read
AI vs. the AI expert: A conversation about the future of investing
Insights
AI vs. the AI expert: A conversation about the future of investing

Can AI replace fund managers? A look at how artificial intelligence could transform investing and what a leading researcher says about its promise, pitfalls, and future.

2 min Read
Invest for the future with global infrastructure equity
Insights
Invest for the future with global infrastructure equity

A look at the global infrastructure spending megatrend and its implications for investors.

4 min Read
Emerging market debt: A potential turning point?
Insights
Emerging market debt: A potential turning point?

Amid signs of revival and shifting global dynamics, a look at the compelling opportunities across high yield, local currency, and corporate emerging market bonds.

4 min Read
Setting up to be a small cap decade?
Insights
Setting up to be a small cap decade?

With ”small things” finally aligning for US small-cap stocks, a look at why we believe now is the time to look beyond the giants and strategically position portfolios for what could be a decade of small cap outperformance.

3 min Read
Why income investing in emerging markets
Insights
Why income investing in emerging markets

Most often associated with growth investing, a look at how emerging markets can represent an appealing income universe for today's active investors with a total return mindset.

5 min Read
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