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This Quarter (Q2 2021) Hide

May 2021 / VIDEO

The Active Opportunity in EM Corporate Bonds

The Active Opportunity in EM Corporate Bonds

The Active Opportunity in EM Corporate Bonds

EM corporates are one of the last truly inefficient asset classes - good news for...

By Samy Muaddi

Samy Muaddi Portfolio Manager

May 2021 / VIDEO

Global Aggregate Bond: The Inside Story

Global Aggregate Bond: The Inside Story

Global Aggregate Bond: The Inside Story

A walk-through of some of our active portfolio positions, and the rationale behind...

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

April 2021 / INVESTMENT INSIGHTS

The Resilience of EM Corporates

The Resilience of EM Corporates

The Resilience of EM Corporates

EM corporate bonds have had smaller losses and less volatility at times of market...

By Siby Thomas

Siby Thomas Portfolio Manager

April 2021 / INVESTMENT INSIGHTS

Why now for UK equities?

Why now for UK equities?

Why now for UK equities?

Mitchell Todd explains why he is launching a fund into perhaps the most unloved asset...

By Mitchell Todd

Mitchell Todd Portfolio Manager

April 2021 / VIDEO

Capital Market Insights

Capital Market Insights

Capital Market Insights

Inflation: Passing heatwave or a structural move higher?

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

April 2021 / MARKET OUTLOOK

Global Asset Allocation: April Insights

Global Asset Allocation: April Insights

Global Asset Allocation: April Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2021 / MULTI-ASSET SOLUTIONS

Three Reasons Why Pent-Up Demand Is Not a...

Three Reasons Why Pent-Up Demand Is Not a Growth Panacea

Three Reasons Why Pent-Up Demand Is Not a...

The recovery in European asset prices is likely to be nonlinear

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2021 / INVESTMENT INSIGHTS

Five Forces in International Equities Investor...

Five Forces in International Equities Investors May Be Underestimating

Five Forces in International Equities Investors...

China, Japan, technology, and value have potential to shape global markets in 2021...

By Justin Thomson

Justin Thomson Head of International Equity

April 2021 / INVESTMENT INSIGHTS

Why ESG Factors Matter in Asia Credit Investin...

Why ESG Factors Matter in Asia Credit Investing

Why ESG Factors Matter in Asia Credit Investing

Integrating ESG factors can help manage downside risk and identify high-quality businesses...

By Sheldon Chan

Sheldon Chan Porfolio Manager

April 2021 / INVESTMENT INSIGHTS

History, stability, cognitive diversity

History, stability, cognitive diversity

History, stability, cognitive diversity

In brief: three things that differentiate the Emerging Markets Corporate Bond Strategy

By Samy Muaddi

Samy Muaddi Portfolio Manager

April 2021 / MARKETS & ECONOMY

Leveraging a Diversity of Perspectives on...

Leveraging a Diversity of Perspectives on Rising Rates

Leveraging a Diversity of Perspectives on...

An unusual rebound may provide opportunities even as rates rise

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

Previous Quarter (Q1 2021) Hide

March 2021 / INVESTMENT INSIGHTS

Fasten Your Seatbelt for More Interest Rate...

Fasten Your Seatbelt for More Interest Rate Volatility

Fasten Your Seatbelt for More Interest Rate...

Rising bond yields and interest rate volatility are expected to continue

By Arif Husain

Arif Husain Head of International Fixed Income

March 2021 / MARKETS & ECONOMY

Investing in a Pandemic: Lessons Learned...

Investing in a Pandemic: Lessons Learned and What’s Next

Investing in a Pandemic: Lessons Learned...

Disruption, speculation in markets, and themes to watch

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

March 2021 / INVESTMENT INSIGHTS

Seeking Alpha in Emerging Markets Corporate...

Seeking Alpha in Emerging Markets Corporate Debt

Seeking Alpha in Emerging Markets Corporate...

After a decade of strong performance, the asset class deserves a serious look

By Siby Thomas

Siby Thomas Portfolio Manager

March 2021 / VIDEO

U.S. Vaccine News Driving The Stock Market...

U.S. Vaccine News Driving The Stock Market Rally

U.S. Vaccine News Driving The Stock Market...

Optimism about the rollout of vaccines in the US explains, in part, why the market...

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

March 2021 / INVESTMENT INSIGHTS

Preparing for Higher Inflation

Preparing for Higher Inflation

Preparing for Higher Inflation

With inflation expectations on the rise, we look at a few investment ideas that could...

By Yoram Lustig & Michael Walsh

By Yoram Lustig & Michael Walsh

March 2021 / MARKETS & ECONOMY

Pleasant Recession, Unpleasant Recovery

Pleasant Recession, Unpleasant Recovery

Pleasant Recession, Unpleasant Recovery

Weak pent-up demand will likely prevent a post-COVID boom

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

March 2021 / INVESTMENT INSIGHTS

China’s Economy: Recovery and Rebalancing

China’s Economy: Recovery and Rebalancing

China’s Economy: Recovery and Rebalancing

Emerging from the pandemic, an encouraging pathway for China’s economy

By Chris Kushlis

Chris Kushlis Credit Analyst

March 2021 / MARKET OUTLOOK

Global Asset Allocation: March Insights

Global Asset Allocation: March Insights

Global Asset Allocation: March Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

March 2021 / INVESTMENT INSIGHTS

For or Against? The Year in Shareholder Resolu...

For or Against? The Year in Shareholder Resolutions

For or Against? The Year in Shareholder Resolution...

With environmental and social proposals in the spotlight, case-by-case insights were...

By Donna Anderson

Donna Anderson Head of Corporate Governance

March 2021 / INVESTMENT INSIGHTS

When Emerging Market Debt Dances to the Inflat...

When Emerging Market Debt Dances to the Inflation Tune

When Emerging Market Debt Dances to the Inflation...

How higher oil prices could impact inflation and the asset class

By Multiple Authors

By Multiple Authors

February 2021 / INVESTMENT INSIGHTS

Five Reasons to Consider EM Local Bonds

Five Reasons to Consider EM Local Bonds

Five Reasons to Consider EM Local Bonds

Attractive yields and cheap currencies make the sector stand out

By Andrew Keirle

Andrew Keirle Portfolio Manager

February 2021 / VIDEO

Capital Market Insights

Capital Market Insights

Capital Market Insights

Year of the Ox – a year of transformation

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

February 2021 / INVESTMENT INSIGHTS

What are the Challenges and Opportunities...

What are the Challenges and Opportunities of Investing in Emerging Markets?

What are the Challenges and Opportunities...

How can investors approach such a broad and diverse set of universe?

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / VIDEO

How Blending EM Debt can Generate Capital...

How Blending EM Debt can Generate Capital Gains in Fixed Income

How Blending EM Debt can Generate Capital...

Historically underappreciated, what can emerging market debt offer?

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / VIDEO

Emerging Markets: Overlooked and Underrated?

Emerging Markets: Overlooked and Underrated?

Emerging Markets: Overlooked and Underrated?

Discussing the rationale for a strategic allocation to EM

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

February 2021 / PODCAST

Interview with Katie Deal, U.S. political...

Interview with Katie Deal, U.S. political analyst

Interview with Katie Deal, U.S. political...

Katie discusses the key focus points of Biden's administration and implications for...

By Katie Deal

Katie Deal Associate Analyst

February 2021 / INVESTMENT INSIGHTS

Three Critical Questions Facing Fixed Income...

Three Critical Questions Facing Fixed Income Investors in 2021

Three Critical Questions Facing Fixed Income...

Why a flexible approach is necessary in this challenging environment

By Arif Husain

Arif Husain Head of International Fixed Income

January 2021 / VIDEO

Capital Market Insights

Capital Market Insights

Capital Market Insights

There is always light, if only we’re brave enough to see it

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

January 2021 / MARKET OUTLOOK

Gains Still to Be Found in Global Equities

Gains Still to Be Found in Global Equities

Gains Still to Be Found in Global Equities

Seizing the opportunities that higher volatility and mixed news flow will create

By Scott Berg

Scott Berg Portfolio Manager

2020 Show

March 2020 / INVESTMENT INSIGHTS

It's Time to Start Thinking About the Postcris...

It's Time to Start Thinking About the Postcrisis World

It's Time to Start Thinking About the Postcrisis World

Fundamental research can help identify risks and opportunities

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

March 2020 / INVESTMENT INSIGHTS

Oil Market Volatility Likely to Continue

Oil Market Volatility Likely to Continue

Oil Market Volatility Likely to Continue

Finding opportunities among high-quality commodity producers

By Shawn T. Driscoll

Shawn T. Driscoll Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

Global Equities: Embracing Uncertainty

Global Equities: Embracing Uncertainty

Global Equities: Embracing Uncertainty

Using our knowledge, experience, and resources to find the best outcome for clients.

By Scott Berg

Scott Berg Portfolio Manager

February 2020 / INVESTMENT INSIGHTS

COVID‑19 and Fixed Income Markets

COVID‑19 and Fixed Income Markets

COVID‑19 and Fixed Income Markets

How the coronavirus outbreak could impact bond investors.

By Ken Orchard

Ken Orchard Portfolio Manager

Q4 2020 Show

December 2020 / VIDEO

Capital Market Insights

Capital Market Insights

Capital Market Insights

Which asset classes can expect a shot in the arm?

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

December 2020 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: The View From The...

Global Asset Allocation: The View From The UK

Global Asset Allocation: The View From The...

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

December 2020 / INVESTMENT INSIGHTS

Credit Investing Roadmap for 2021

Credit Investing Roadmap for 2021

Credit Investing Roadmap for 2021

Navigating the credit cycle and the road ahead

By Multiple Authors

By Multiple Authors

December 2020 / VIDEO

2021 Global Credit Outlook

2021 Global Credit Outlook

2021 Global Credit Outlook

Replay of the 2021 Global Credit Outlook webinar

By Multiple Authors

By Multiple Authors

December 2020 / GLOBAL MARKET OUTLOOK

China Market Outlook 2021

China Market Outlook 2021

China Market Outlook 2021

Improving fundamentals are likely to be sustained

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

December 2020 / INVESTMENT INSIGHTS

Who Could Win in the Value vs. Growth Debate?

Who Could Win in the Value vs. Growth Debate?

Who Could Win in the Value vs. Growth Debate?

Applying active decision-making is key in an uncertain environment

By Laurence Taylor

Laurence Taylor Portfolio Specialist

November 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: November Insights

Global Asset Allocation: November Insights

Global Asset Allocation: November Insights

Discover the latest global market themes

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2020 / VIDEO

EM Untold Stories roundtable

EM Untold Stories roundtable

EM Untold Stories roundtable

A virtual panel of experts discusses the investment rationale for a strategic allocation...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2020 / INVESTMENT INSIGHTS

More Fallen Angels Ahead in Europe?

More Fallen Angels Ahead in Europe?

More Fallen Angels Ahead in Europe?

Downgrades have slowed, but indications are that the trend has further to run

By David Stanley & Michael Lambe

By David Stanley & Michael Lambe

November 2020 / INVESTMENT INSIGHTS

The Eurozone’s Recovery Will Take a Break...

The Eurozone’s Recovery Will Take a Break This Winter

The Eurozone’s Recovery Will Take a Break...

The currency union faces four possible growth scenarios

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

October 2020 / INVESTMENT INSIGHTS

What To Expect From China

What To Expect From China

What To Expect From China

Three main challenges to China’s future growth

By Chris Kushlis

Chris Kushlis Credit Analyst

October 2020 / VIDEO

Navigating Uncertain Markets in 2020

Navigating Uncertain Markets in 2020

Navigating Uncertain Markets in 2020

How T. Rowe Price analysts are still getting the answers they need

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

October 2020 / VIDEO

A Strategy for the Future

A Strategy for the Future

A Strategy for the Future

Introducing the T. Rowe Price Global Focused Growth Equity Strategy

By David J. Eiswert

David J. Eiswert Portfolio Manager

October 2020 / INVESTMENT INSIGHTS

Why ESG Is Integral to Analysis of Mining...

Why ESG Is Integral to Analysis of Mining Companies

Why ESG Is Integral to Analysis of Mining...

Integrating ESG factors helps better understand long‑term sustainability.

By Willem Visser

Willem Visser Credit Analyst

October 2020 / INVESTMENT INSIGHTS

Finding Opportunities After the Rebound

Finding Opportunities After the Rebound

Finding Opportunities After the Rebound

Our portfolio managers see selective potential in a range of asset classes

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

October 2020 / VIDEO

Coronavirus, Growth and the Outlook for Techno...

Coronavirus, Growth and the Outlook for Technology

Coronavirus, Growth and the Outlook for Technology

The pandemic has, in most cases, accelerated trends that were already in place in...

By Alan Tu

Alan Tu Portfolio Manager

October 2020 / VIDEO

EM Gives Silicon Valley a Run for its Money

EM Gives Silicon Valley a Run for its Money

EM Gives Silicon Valley a Run for its Money

With the onset of rapid mobile phone adoption and the triumph of the internet, emerging...

By Gonzalo Pángaro

Gonzalo Pángaro Portfolio Manager

October 2020 / VIDEO

Digitalization of the Economy

Digitalization of the Economy

Digitalization of the Economy

The digitization of a wide range of industries and markets has accelerated during...

By Multiple Authors

By Multiple Authors

Q3 2020 Show

September 2020 / INVESTMENT INSIGHTS

Sustainability Drives Success in a Post-Corona...

Sustainability Drives Success in a Post-Coronavirus World

Sustainability Drives Success in a Post-Coronaviru...

Find out more about why sustainability is an important indicator of a high-quality...

By Scott Berg

Scott Berg Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

European Investment Grade: Can the Rally...

European Investment Grade: Can the Rally Last?

European Investment Grade: Can the Rally...

Technical support for the region’s bonds may diminish soon

By David Stanley

David Stanley Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Making Hard Choices in Extraordinary Times

Making Hard Choices in Extraordinary Times

Making Hard Choices in Extraordinary Times

Renewed equity market volatility highlights the need for portfolio breadth

By David J. Eiswert

David J. Eiswert Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

US High Yield Bond – Introduction

US High Yield Bond – Introduction

US High Yield Bond – Introduction

A flexible approach that seeks to be a ‘fund for all seasons’

By Kevin Loome

Kevin Loome Portfolio Manager

September 2020 / INVESTMENT INSIGHTS

Opportunities and Risks in a Low-Yield World

Opportunities and Risks in a Low-Yield World

Opportunities and Risks in a Low-Yield World

Why fixed income investors should look beyond current yield levels.

By Arif Husain

Arif Husain Head of International Fixed Income

August 2020 / INVESTMENT INSIGHTS

Rising Climate Change Risk Not Yet Factored...

Rising Climate Change Risk Not Yet Factored in by Markets

Rising Climate Change Risk Not Yet Factored...

Limited impact on near-term cash flows is masking longer-term risk.

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

August 2020 / INVESTMENT INSIGHTS

Why the EU Recovery Fund is No Panacea

Why the EU Recovery Fund is No Panacea

Why the EU Recovery Fund is No Panacea

Public debt sustainability remains a key challenge

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

August 2020 / INVESTMENT INSIGHTS

Investing Through the Pandemic

Investing Through the Pandemic

Investing Through the Pandemic

Managing a global equity strategy during the coronavirus crisis.

By Scott Berg

Scott Berg Portfolio Manager

August 2020 / VIDEO

Global High Income Bond: How we work

Global High Income Bond: How we work

Global High Income Bond: How we work

We believe that high yield is as relevant to asset allocators’ decision making now...

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

August 2020 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: The View From The...

Global Asset Allocation: The View From The UK - August Insights

Global Asset Allocation: The View From The...

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

August 2020 / INVESTMENT INSIGHTS

ESG Integration in Action

ESG Integration in Action

ESG Integration in Action

New case studies explaining how our investment professionals incorporate ESG factors...

By Johnny Rowles, Zenon Voyiatzis & Alison Yip

By Johnny Rowles, Zenon Voyiatzis & Alison Yip

August 2020 / INVESTMENT INSIGHTS

Home Bias Can Hinder Performance for UK Equity...

Home Bias Can Hinder Performance for UK Equity Investors

Home Bias Can Hinder Performance for UK Equity...

Excessive allocations to UK stocks may limit risk-adjusted returns

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / INVESTMENT INSIGHTS

What Will the World Look Like In a Year?

What Will the World Look Like In a Year?

What Will the World Look Like In a Year?

Coronavirus has dramatically changed the way we live our lives in a very short space...

By Laurence Taylor

Laurence Taylor Portfolio Specialist

July 2020 / INVESTMENT INSIGHTS

COVID-19: What Now for Inflation and Globalisa...

COVID-19: What Now for Inflation and Globalisation?

COVID-19: What Now for Inflation and Globalisation...

The scramble for key health products in the wake of the pandemic has highlighted...

By Laurence Taylor

Laurence Taylor Portfolio Specialist

July 2020 / Investment Insights

Virus Control May Help Europe to Outperform...

Virus Control May Help Europe to Outperform the U.S.

Virus Control May Help Europe to Outperform...

Stricter lockdown measures could boost short-term performance

By Tomasz Wieladek

Tomasz Wieladek T.Rowe Price International Economist

July 2020 / INVESTMENT INSIGHTS

Still constructive toward Asia ex-Japan

Still constructive toward Asia ex-Japan

Still constructive toward Asia ex-Japan

North Asia may be first to enter the post-coronavirus era

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

July 2020 / VIDEO

Why EM equities look attractive today

Why EM equities look attractive today

Why EM equities look attractive today

Our Asset Allocation Committee is overweight emerging markets stocks.

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

July 2020 / ASSET ALLOCATION VIEWPOINT

Global Asset Allocation: The View From The...

Global Asset Allocation: The View From The UK - July Insights

Global Asset Allocation: The View From The...

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / INVESTMENT INSIGHTS

Paying for Defense

Paying for Defense

Paying for Defense

A deeper dive into defensive equity.

By T. Rowe Price

T. Rowe Price

July 2020 / VIDEO

Six Risks to the Coronavirus Recovery

Six Risks to the Coronavirus Recovery

Six Risks to the Coronavirus Recovery

We believe there are six key risks to the global economic recovery.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2020 / INVESTMENT INSIGHTS

Getting the Most Out of Your U.S. Equity...

Getting the Most Out of Your U.S. Equity Allocation

Getting the Most Out of Your U.S. Equity...

A dynamic, diversified exposure could be the answer.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / INVESTMENT INSIGHTS

Six Risks to the Post-Coronavirus Recovery

Six Risks to the Post-Coronavirus Recovery

Six Risks to the Post-Coronavirus Recovery

Policymakers face obstacles in getting the economy back on track.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2020 / INVESTMENT INSIGHTS

Seeking Upside Potential

Seeking Upside Potential

Seeking Upside Potential

Small-caps may offer better upside potential than value stocks

By Tim Murray

Tim Murray Capital Markets Analyst

July 2020 / VIDEO

Four Reasons Credit is Attractive Now

Four Reasons Credit is Attractive Now

Four Reasons Credit is Attractive Now

We see four reasons why the credit sector appears attractive in this environment.

By Sebastien Page

Sebastien Page Head of Global Multi-Asset

July 2020 / VIDEO

Volatility + Uncertainty – What Next for...

Volatility + Uncertainty – What Next for Equities and Bonds?

Volatility + Uncertainty – What Next for...

With a period of volatility going forwards, how do we expect equity and bond markets...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

Three Tips For a Recession?

Three Tips For a Recession?

Three Tips For a Recession?

Discover Yoram's top three tips to help investors remain calm amid current market...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

What To Watch in Unchartered Territory

What To Watch in Unchartered Territory

What To Watch in Unchartered Territory

What can investors expect in coming months and what should we watch in the markets...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

Volatility: Is the Worst Behind Us?

Volatility: Is the Worst Behind Us?

Volatility: Is the Worst Behind Us?

After March’s spike in volatility, what can we expect market reactions to be long-term?

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

Q2 2020 Show

June 2020 / WEBCAST

Global Markets and the Implications for Asset...

Global Markets and the Implications for Asset Allocators - Q3 2020

Global Markets and the Implications for Asset...

Yoram Lustig discusses key asset allocation themes and ideas to help you position...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2020 / WEBCAST

The outlook for Asian equities in H2 2020

The outlook for Asian equities in H2 2020

The outlook for Asian equities in H2 2020

Anh Lu shares her thoughts on the current market environment in Asia

By Anh Lu

Anh Lu Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Global Policy Rates Stuck in Lockdown

Global Policy Rates Stuck in Lockdown

Global Policy Rates Stuck in Lockdown

How interest rates could remain at emergency levels for a sustained period

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: The View From The...

Global Asset Allocation: The View From The UK - June Insights

Global Asset Allocation: The View From The...

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2020 / INVESTMENT INSIGHTS

China Is Leading the Asian Recovery

China Is Leading the Asian Recovery

China Is Leading the Asian Recovery

As COVID-19 fizzles out, China reopens for business

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

The Active/Passive Debate in the Shadow of...

The Active/Passive Debate in the Shadow of Coronavirus: Cheap Might be...

The Active/Passive Debate in the Shadow of...

The corona crisis has taken the world by storm, shaking financial markets.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2020 / INVESTMENT INSIGHTS

ESG Deepens Insights in European High Yield

ESG Deepens Insights in European High Yield

ESG Deepens Insights in European High Yield

How integrating ESG adds a valuable dimension to our investment process

By Michael Della Vedova

Michael Della Vedova Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

Have Stocks Become Too Expensive?

Have Stocks Become Too Expensive?

Have Stocks Become Too Expensive?

Despite dire forecasts, equity valuations remain reasonable

By Tim Murray

Tim Murray Capital Markets Analyst

June 2020 / INVESTMENT INSIGHTS

Governance: Private vs. Public Companies

Governance: Private vs. Public Companies

Governance: Private vs. Public Companies

Unique aspects of private investments require different level of stewardship.

By Donna Anderson

Donna Anderson Head of Corporate Governance