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EM equity

Showing 6 of 6 Insights Posts
1300497464
Government bonds Artificial intelligence (AI) Disruption Content CoE Program Global Program Information technology Multi-asset USA China EM equity Large-cap Opportunistic Fixed Income Article Yielding insights
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Deeply seeking the impact of AI spending on bond yields

Brij Khurana explores the surprising way in which AI spending may impact Treasury yields and complicate the Fed's rate-policy decisions.

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By

Brij Khurana

event February 2025
6 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1323044561
EM equity Geopolitics Thematic exposure Wealth Program Fundamental equity Emerging Market Development Small-cap Equity Emerging markets Content CoE Program Global Program iStrat Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

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By

Dáire Dunne, CFA

Irmak Surenkok

event January 2025
5 min
Article
2026-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Equity Small-cap Outlook EM equity Large-cap Mid-cap Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Beyond US large cap: Where now for equity investors?

How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch.

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By

Andrew Heiskell

Nicolas Wylenzek

event June 2024
9 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
79262566
Elections Asset allocation Growth India Equity EM equity Wellington on Washington and the World Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

As India goes to the polls, is the case for Indian equities still compelling?

While current Prime Minister Narendra Modi is expected to secure a third term, a full-scale win is not a foregone conclusion. Against this backdrop and continued investor enthusiasm for Indian equities, Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks assess the macro case for India. Are higher valuations justified?

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By

Niraj Bhagwat

Philip Brooks, CFA

event May 2024
6 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
477749918
China Macro and market Equity iStrat EM equity Tactical allocation iStrat program Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

No bulls in the China shop?

John Mullins, Irmak Surenkok and Steven Ye assess the investment debate surrounding China's prolonged underperformance and outline three investment ideas for active investors to consider.

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Multiple authors

event March 2024
Article
2025-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Fundamental equity EM equity Large-cap Small-cap Equity USA APAC China United Kingdom Emerging markets Growth Asset allocation Volatility Interest rates Economic cycle Article
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Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year. 

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By

Andrew Heiskell

event December 2023
Article
2024-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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