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Market Outlooks
Weekly Macro Update: The Pandemic Productivity Shock
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Lockdowns will trigger cost cutting and speed technological innovation, but brace for the political tremors.
Sustainable Investing
ESG in Equities: Better Outcomes Require Better Practices
Not all approaches to ESG are created equal—why a focus on integration, forward-looking dynamics and active engagement is the key to unlocking long-term returns in equity investments.
Sustainable Investing
ESG in Equities: Not All Approaches are Created Equal
Dr. Ghadir Cooper, Global Head of Equities, shares insight into the deliberate approach that her team takes when incorporating ESG into their investment process, including how integration, dynamism and active engagement contribute to better outcomes.
Market Outlooks
Weekly Macro Update: Deal or No Deal?
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Several nations around the world await deals, whether it is another fiscal stimulus package or a trade agreement between the U.K. and EU. Global inflation data is likely to remain contained, and U.S. September retail sales are expected to post another modest rise.
Market Outlooks
Weekly Macro Update: How to Repair America’s Brand
A country that seems so divided—even discounting for a heated election and a pandemic—starts to raise questions for global investors.
Market Outlooks
Weekly Macro Update: The Biggest Threat to the Global Recovery Lies Beneath This Dome
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Rising acrimony at the U.S. Capital around the Supreme Court vacancy puts stimulus at risk and hurts long-term growth prospects.
Market Outlooks
Weekly Macro Update: Investors Beware! Trump & Biden Agree On Something!
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China’s rapid post-pandemic recovery looks tempting, but relations with the U.S. will get worse regardless of who wins the White House.
Fixed Income Insights
Can EM Issuers Pay Their Debt—And Will They?
Emerging markets have been hit hard by COVID-19 but opportunities exist for investors able to navigate choppy waters. In this episode, Dr. Ricardo Adrogue assesses EM issuers’ ability to satisfy their debt obligations—and just as importantly, their willingness to do so.
Market Outlooks
Weekly Macro Update: It’s Not the Beginning of the End; It’s the End of the Beginning
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As investors look past the pandemic, the weak cycle coming into view means the best returns depend on identifying secular change.
Fixed Income Insights
The Evolving Opportunity in Distressed Debt
As the pandemic recedes, some companies may have a harder time managing higher debt levels than others—and as weaker issuers undergo restructurings or other stressed situations, there may be opportunities for investors to deploy more capital into distressed debt strategies.
Market Outlooks
Weekly Macro Update: The Impact of COVID-19 on Commercial Real Estate Capital Markets
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While the Global Financial Crisis indiscriminately impacted volumes and pricing across commercial property types, the impact of the pandemic on capital markets, has been more selective, widening the gulf between “winner” and “loser” property types.
Market Outlooks
Weekly Macro Update: The Pandemic’s Unexpected Upside
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Hurricane Laura and Typhoon Bavi left heartbreaking trails of destruction last week, triggering fresh headlines around the connection between severe weather and climate change—and fresh debate about the right climate policy in the midst of a pandemic.