Insights and research
The expert opinion and research driving our investment decisions.
Hedge fund H1 2024 outlook
A look at the key drivers supporting our favorable outlook for the asset class while further elaborating on the opportunity within hedge fund strategies and sub-strategies.
Unlocking India’s potential
From an economic resurgence to favorable geopolitics, a look at how conditions are primed for investors in India.
Emerging markets: Smaller companies, bigger opportunities?
From the green energy transition to nearshoring, a look at how some emerging market small cap companies may offer big opportunities.
Sustainable horizons: Charting the path forward for climate action
Insights from Eva Cairns and Faith Ward on the successes, challenges, and imperatives from COP28.
Emerging markets: Next chapter in the China story?
Emerging markets expert Devan Kaloo joins the podcast to recap the quarter that was before looking ahead at 2024.
Emerging market debt: What a weaker China could mean
Emerging market debt expert Brett Diment joins the podcast to recap the quarter that was before looking ahead at 2024.
Global Macro Research
What's at stake in 2024's many elections?
As a majority of the global population head to the polls this year, we explore what's at stake for economies and markets.
A busy 2024 on both economic and political fronts
Many central banks and forecasters may be surprised by how low inflation could fall in 2024, the year of a US presidential election.
Is India the next Asian tiger?
The fastest growing major economy in 2023? Emerging market expert Michael Langham joins Paul and Luke on the podcast to explore what’s next for India.
China 2024 outlook: Double dragon
China’s November data releases provided further evidence that policy easing to date is gaining traction.
10 macro questions for 2024
We explore the 10 big macroeconomic questions for markets in 2024.