Insights
2025 Sustainability Report
We are pleased to present our 2025 Sustainability Report, highlighting our commitment to sustainable investing and responsible business practices, as well as our ongoing efforts to integrate sustainability across our organization.
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Other Insights
Emerging Markets
July 7, 2026
Rethinking Benchmarking and Alpha in Emerging Markets
A closer look at inefficiencies, concentration risk and the evolving role of active management in emerging markets.
Emerging Markets
January 28, 2026
Taiwan, Supply Chain and AI: Powering the Next Phase of Growth
A frequent topic in recent meetings has been whether the AI narrative, and the stocks linked to it, are showing signs of a bubble.
Emerging Markets
December 18, 2025
The Active Edge: Capturing Mispriced Quality in Global Emerging Markets
Ian Simmons, Senior Portfolio Manager and CJ Morrell, Managing Director, Head of Japan, recently explored why emerging markets are entering a new period of structural opportunity.
Emerging Markets
November 27, 2025
All Eyes on Emerging Markets
With the impressive gains seen across emerging markets indices in 2025, our team is thrilled to share our latest insights in this space to highlight the expertise behind our strategies.
Emerging Markets
October 1, 2025
Reforms, Volumes and Re-Rating: Unlocking the Next Growth Chapter for Emerging Markets
Over the past two decades, performance data from the largest emerging markets has demonstrated that GDP growth, while essential, is not by itself enough to deliver sustained equity market outperformance.
Global Asset Allocation Team Market Update – June 2026