There are major shifts under way in the macro and policy environment, and the performance and behaviour of key asset classes are changing too
Listen to our CIO, Alternatives CEO and Global Chief Strategist as they discuss the major shifts underway in the macro and policy environment, how it impacts global profits and the alternatives for...
As a year of surprises draws to a close, it’s a good time to filter out the noise and refocus on the fundamental drivers of performance to position our portfolios for 2026.
Watch Bryan Carter, Head of Emerging Markets Fixed Income, and Yakhara Sembene, Senior Industry Specialist at the International Finance Corporation (IFC), discuss how emerging markets companies tha...
In the midst of global market uncertainties, resilient emerging markets like India can potentially provide an important source of diversification for core fixed income allocations. In this video, K...
In this video, Kapil Punjabi discusses the cyclical and long-term drivers of India bonds and highlights why the asset class demonstrates resilience in the face of global uncertainty.
Watch our experts, Jean Charles Bertrand and Stéphane Mesnard, summarise the key takeaways in 4 minutes, or dive into the full report for deeper insights.
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