Manager Commentaries
Fixed income
Why Gaza war has not yet caused an oil price spike
The calamity of war in Gaza since early October has so far had a more muted impact on oil prices than might have been expected. We analyze the market and share our outlook.
International
There’s more to emerging markets than China
Emerging market equities offer a wide variety of exciting investment opportunities, but many of these are often overshadowed by the dominance of China.
Investment updates
Most recent
Equity Insights | October 19, 2023
Made in Mexico: Nearshoring is accelerating growth
Fixed Income Outlook | Q4/2023
Sticky inflation and Treasury supply likely to push yields higher
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