Insights
2023 Sustainable Investing Report
We are pleased to share with you our 2023 Sustainable Investing Report, which highlights some of our sustainable investing activities and accomplishments over the past year.
Other insights
Emerging Markets
May 28, 2025
Vietnam: Domestic Reforms Poised to Offset Trade-Driven Uncertainty
Dominic Bokor-Ingram Senior Portfolio Manager for Emerging and Frontier Markets discusses how Vietnam’s ambitious domestic reforms are set to offset global trade uncertainty and support sustained long-term growth.
Emerging Markets
May 19, 2025
Video writeup: Unlocking Opportunities in Reform-Led Economies
Geopolitical turbulence has reached a new intensity on the Richter Scale over the last six months, amplifying policy. As investors re-examine their long-held exposures, Dominic Bokor-Ingram, Citywire AAA-rated Senior Portfolio Manager, speaks to Asset TV about the diversification opportunities still present in global emerging and frontier markets.
Emerging Markets
May 12, 2025
Unlocking Opportunities in Reform-Led Economies
Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, joined Asset TV to discuss key trends and opportunities in Emerging Markets. The conversation explored how policy-driven domestic reforms in smaller, under-researched emerging and frontier markets can offer compelling investment opportunities, especially when traditional macro indicators and large EM indices fall short.
Market Commentaries
May 6, 2025
Global Asset Allocation Team Market Update – May 2025
In April, financial markets were whiplashed by a flurry of headlines on the trade front. While “Liberation Day” was met with sweeping tariff announcements, the trade war between the United States and China escalated with tit-for-tat levies.
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Market Commentaries
December 18, 2020
Global Asset Allocation 2021 Outlook
The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.
Global Asset Allocation Team Market Update – June 2025