Insights

The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.

Learn more Agriculture’s resilient 2020 paves way for solid 2021

Unprecedented. Extraordinary. Uncertain.

Learn more Private Alternatives Outlook 2021: The New Normal?

In the wake of COVID-19, which of the worlds’s economies will be first to return to normalcy? Anindya Chatterjee, Senior Vice President and Lead Portfolio Manager, provides a perspective.

Learn more Life vs Livelihood: Hobson’s Choice for Emerging Markets

At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.

Learn more 2019 Asia Market Outlook