A range of information on educational research, portfolio manager insights, timely trends, and asset allocation applications.
Factors delivered a solid quarter, moving to their own beat as Magnificent 6 stocks surged. Equity momentum led; other factors diverged across regions, sectors and individual factors. Factors continue to offer a range of opportunities.
Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
Before the recent setback in markets, higher valuations and a narrow market in the U.S. had made our investors more cautious on the outlook. Profits remain healthy but forecasts for further gains in 2025 look aggressive.