After three years of live results, small-cap quality proved resilient. Lessons on tracking error, earnings growth, junk rallies, and why disciplined research matters more in small caps now.
Mirova’s approach in Emerging Markets
Gold and silver prices have sharply corrected after a record-breaking rally, but we think their fundamental medium term drivers remain intact.
Investment Management’s Olga Bitel describes how energy, infrastructure, and industrial investment may shape the next market cycle.
Australia faces a meaningful risk of a prolonged inflationary impact stemming from the conflict in the Middle East. What was previously a tail risk is morphing into a central case with the potentia...
Dominic Silman, Dave White and Craig Oram reflect on the conflict in the Middle East, current private credit headlines and what they both mean for real estate debt.
Through our regular insurance roadshows and peer analysis across Europe, we’ve gathered fresh insights into how insurers are adapting their investment strategies to meet both liability and return o...
A stress test for markets
Q1 reflections
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