A successful approach to operational value creation has been key to driving successful private equity outcomes over the last decade.
What are the economic and corporate consequences of higher tariffs? In this insight, our Broad Markets Fixed Income team explores the potential trade-offs and knock-on effects of raising tariff rates.
At the time of writing, consumer staples appear out of favour and somewhat overlooked.
Emerging markets debt is currently benefitting from a favorable macro backdrop, attractive real yields and growing investor appetite.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
Given a strong consensus for a Soft Landing and lingering Recession fears, No Landing would be the most contrarian scenario for markets.
Consilient Research considers the phenomenon of companies that both issue and retire shares around the same time. This behavior may fail the central goal of capital allocation, which is to buy low and sell high. Which one is it?
Demographics, policy, and digitalization are converging at a time of significant change for India’s economy. Amid ongoing uncertainty in China, investors have been seeking alternate ways to obtain exposure to Asia with India being a key destination.
