A systematic back-test of MSCI ESG ratings
With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.
A strategic framework for building a private credit portfolio
The S&P 500 could hit 10,000 by the mid-2030s
As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.
Key findings from the Multi-Asset Solutions Strategy Summit
How to enhance portfolio returns while limiting investment costs
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.