Insights
2021 Sustainable Investing Report - Investing in a Sustainable Future
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Thoughts from our Global Emerging Markets Team – Emerging Markets Dividend Investing
Coming off the back of a notable long period of very low interest rates globally, this report examines the past evolution of this style of investing (emerging market dividend investing), and examines whether there is a renewed opportunity and demand to allocate to emerging markets equity high yielding strategies.
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Is the Bond Market Getting Ahead of Itself?
The shape of the yield curve has changed significantly over the past six months.
This Time, It’s Different
Moving into 2021 as a mindful bond investor.
A Strategy for all Seasons
While it may not be as clear as leaves falling off trees in Fall, seasonality still exists in the bond market.
The Emerging Markets Consumer
Evolution and Premiumisation of the Emerging Markets Consumer
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Evolving Country Concentration in Emerging Market Indices – Opportunities for Investors
In this Insight we address the changes and concentration of the MSCI Emerging Market Index over the last decade and the implication for investors of the growing size of China within these Indices.
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