Search results for 'opportunities'

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Duncan Farley
Global Equity Investor insight | January 2026
Jeremy Richardson looks into the big changes in the world of AI and concentrated market conditions.
Investment expertise
We offer clients deep expertise in specialist fixed income and equities, with ESG factors integrated into applicable investment processes.
Asian takeaways - Time Correction Thali
India's equity market has cooled since 2023, with weakened macro conditions and domestic consumption driving a decline relative to peers like China.
Dollars and Sense podcast
In our ‘Dollars and Sense’ podcast episode, Polina Kurdyavko, Head of EMD, discusses markets, politics, and economic trends in the EM universe.
Policy & politics
Driving alpha opportunities for our investors.
Europe’s grid revolution: modernisation in the era of war and AI
Our European equity investors discuss Europe's €1.2 trillion grid modernisation opportunity and the sectors positioned to benefit.
Emerging markets return to favour
We discuss what’s driven the outperformance of EM equities so far this year and consider whether this trend has further to run.
Global Equity Investor insight | March 2026
Geopolitical Shifts and AI Adoption: Jeremy Richardson looks into finding opportunity amid market change.
Private credit’s expanding opportunity set
Investors are expanding private credit beyond U.S. direct lending into European credit and EM debt, with portfolio fit and transparency remaining key.