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As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

outlook-and-commentary

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    • Adrien Vannier
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          Embracing Disruption

          European sovereignty as opportunity

          The political landscape across Europe, and the world, is currently undergoing perhaps the most profound changes since the end of the Cold War.

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          Navigating Rates

          Best of both worlds: how combining investment philosophies creates a resilient multi asset portfolio

          Many multi asset funds rely on either fundamental or quantitative analysis to determine their investment process. But what if those approaches could be combined, complementing their strengths?

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          by Gregor Hirt , Hartwig Kos , Michael Stamos | 06/06/2025

          Insights

          Focus on Growth Equity: Quality

          This is the first in a series of more in-depth papers that will provide a deeper insight into our Growth Equity team’s investment philosophy and process.

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          by Dr. Tobias Kohls, CFA | 04/06/2025

          Transforming Infrastructure

          Financing Growth with Infrastructure in Latin America

          Over 650 million people live in the 33 countries of Latin America that largely differ in terms of their economic development. By 2030, Latin America and the Caribbean need to invest at least 3.12% of its GDP each year which amount to approximately $2.2 trillion to expand and maintain the necessary infrastructure in order to meet the Sustainable Development Goals (SDGs).

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          Transforming Infrastructure

          3 key takeaways from the power cut in Iberia for energy infrastructure

          In Europe, 11.3 million km of electricity lines and cables deliver electricity to 266 million EU customers. Ensuring the maintenance, enhancement, and expansion of the electricity grid is essential to meeting the EU’s energy and climate objectives – particularly in securing energy supply, keeping prices affordable, and enabling the integration of renewable energy sources.

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          Navigating Rates

          EMD Monthly Market Musings - Staying the (reform) course in a changing market backdrop

          Emerging market performance has held up well against a volatile global market backdrop, with local currency bonds a highlight. Despite risks associated with rising US Treasury yields, we think some of our key investment themes remain valid, with opportunities available in local currency bonds and selected countries on a reform path.

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          30/05/2025

          Navigating Rates

          Fixed Income Forward: May 2025

          Asian and emerging markets continue to defy the global trade turmoil by outperforming other fixed-income asset classes.

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          Achieving Sustainability

          The modern workforce: are we ready for the shift?

          Is artificial intelligence destroying jobs or is technology just one factor reshaping the modern workforce amid stagnating productivity and risking risks?

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          by Nicole Papassavvas | 28/05/2025

          Embracing Disruption

          China’s pragmatic sustainability development

          While the importance of ESG and sustainability-focused investing has been called into question in the US and more broadly since the start of the new Trump administration, we see a different picture in China.

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          by William Russell , Shannon Zheng | 22/05/2025
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