Insights

Senior Portfolio Manager Ian Simmons discusses the drivers behind renewed momentum in emerging markets, key reform stories and where he sees the most compelling opportunities ahead.

Learn more The Post-Dollar EM Opportunity

In our latest webinar, speakers Jerome Booth, Ian Simmons and CJ Morrell explored where today’s most compelling opportunities are emerging, why selective active exposure can outperform passive allocations and how structural reforms are reshaping markets across Asia, the Middle East and frontier economies.

Learn more Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets

Senior Portfolio Manager Ian Simmons joined Portfolio Adviser to discuss why the outlook for emerging markets is improving after a challenging decade, from a turning US dollar and attractive valuations to country-specific reforms and renewed growth momentum.

Learn more The Emerging Market Opportunity: Why Conditions Are Aligning for Investors

European real estate debt continues to expand as a compelling asset class, driven by stricter bank regulations limiting traditional lending and a surge in borrower demand amid refinancing waves and ongoing funding gaps.

Learn more Webinar: Growth, Appeal and Opportunity – The European Real Estate Debt Landscape