Insights
Q2 2026 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
Other insights
Private Markets
September 15, 2021
A look at the UK industrial and logistics real estate market
Market Commentaries
September 9, 2021
Market Update from the Global Asset Allocation Team – September 2021
Global equity markets churned higher in August, even as investors contemplated the fast-spreading delta variant, signs of cooling global growth, accelerating inflation, and the path for monetary policy.
Emerging Markets
September 6, 2021
Thoughts from our Frontier Markets Team – Smaller Emerging Markets: a Wealth of Opportunities
In this report the Team provides an update on performance of the Smaller Emerging Markets Strategy (“SEMS”).
Emerging Markets
August 19, 2021
Investing in the MENA region
The MENA region includes the Middle East and the North of Africa, and it is an area full of opportunities for investors. Read Dominic Bokor-Ingram's insights on this region in an article for RankiaPro.
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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.
Market Update from the Global Asset Allocation Team – October 2021