Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
In his February TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts as we commence 2024.
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Key Themes for 2024.
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
In the increasingly crowded private equity sector, we believe that the middle market can be a differentiated source of alpha—especially for companies with founder involvement.
Understanding the five areas of micro and macroeconomics where increasing returns applies and show their relevance to investors.
Despite a persistent challenging environment for fixed income investors, the Sustainable Bond market remained strong in 2023.
Understanding the Investment Case," a FTSE Russell engagement via Citywire - Video
December’s stunning bond market performance was a fitting end to a roller-coaster year. Now comes the hard part. The Broad Markets Fixed Income team explains.