Active ETFs combine the efficiency benefits of ETFs with innovative exposures that can’t easily be delivered via a passive vehicle.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
A look at EM debt hard currency’s resilience amid the tariff threat.
Can small caps outshine their larger counterparts in an environment of favourable fiscal and monetary policies, and shifting allocations?
Ranking the best-performing U.S. fixed income sectors of 2024.
How India is leveraging government reforms and innovation to position itself to deliver strong economic and earnings growth.
John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
How can investors optimise portfolios through this uncertain environment?
A discussion of transformational themes we believe will drive future economic growth and provide long-term investment opportunities.
The victory of Donald Trump in the US presidential election, coupled with a lacklustre COP29 climate conference in Baku, has prompted concerns about the state of the energy transition, with some fearing progress may slow or even reverse. Such concerns are underscored by the 2024 average global temperature reaching 1.8°C above pre-industrial levels in 2024
Exploring the likelihood that Fannie Mae and Freddie Mac will be privatized.
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?