Latest Insights

Above the Noise: Is ESG Really Necessary? US$80 Trillion Says It Is

There is a growing consensus that ESG factors are of real consequence for investors.

Reacting to the Selloff: October Volatility Not Atypical

Jeff Schulze explains why recessionary risks remain dormant in the U.S. and why last week's market pullback represents an attractive entry point for long-term investors. He also tells of the market's historically positive reaction following mid-term elections.

Around the Curve: The Deal on the Dollar: Divergence

Francis Scotland explains the forces that have driven the US dollar to recent highs and gives an analysis on where he thinks the dollar is headed next.

Market Commentary: On EM Valuations and Fundamentals

Ken Leech gives a detailed analysis on why he thinks the fall in EM valuations provides opportunities for investors.