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A quarterly review of results in the global equity, fixed income, currency and commodity markets.
October 2020
Financial Market Review: third quarter 2020
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A monthly update on equity, fixed income, currency and commodity markets.
October 2020
Monthly Market Snapshot: September 2020
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US-China tensions are here to stay, argue Geopolitical Strategist Thomas Mucha and Macro Strategist Santiago Millán. They look at the causes, potential outcomes and investment implications of the rift.
October 2020
The US-China split: a tectonic shift in geopolitics
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Tech progress has become as important as oxygen to companies and consumers alike. In this short video, Portfolio Manager Anita Killian discusses why she believes Asia tech is at the forefront of innovation in nearly every segment of the economy and highlights the types of companies that she sees as leaders in the sector.
October 2020
Asia tech opportunities
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This event replay features a panel of leading experts from Wellington Management, the PR, and Harvard Business School and offers topical insights into sustainable investing.
October 2020
Sustainable investing in 2020 and beyond
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With the pandemic changing the scale and nature of fiscal policy, Macro Strategist John Butler explores the potentially profound consequences for the global economy and financial markets.
October 2020
No turning back: COVID-19’s lasting policy legacy
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Portfolio Manager Anna Lundén explains how she seeks to capture the best growth characteristics of European small-cap stocks, with lower volatility.
October 2020
Quality and ESG: the keys to unlocking the European small-cap opportunity
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Credit market dispersion remains elevated, and market dysfunction related to liquidity and other factors hasn't gone away. Investment Director Chris Perret explains why and what it means for alternative credit strategies.
October 2020
Credit market recovery? Take a closer look through an alternative lens
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The 2020 US election is perhaps the most politically contentious spectacle of the modern era. Investors around the world are increasingly asking how this momentous event may affect geopolitical dynamics, economic policies and capital markets. This collection offers our latest thoughts, including how investors might position for November and beyond.
October 2020
2020 US election
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Fintech Portfolio Manager Bruce Glazer discusses the growth in the breadth of opportunity that has seen fintech evolve into a standalone investment sector.
October 2020
Fintech is transforming the way businesses operate
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Macro Strategist Jens Larsen peers through the economic wreckage of the COVID-19 epidemic and finds reasons to expect a stronger European recovery.
October 2020
Euro-area equities: Why I remain optimistic
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How will US election risk, policy support and progress toward a COVID-19 vaccine balance out? Nanette Abuhoff Jacobson and Danny Cook offer their view on the next 6 – 12 months and consider the asset-class implications.
October 2020
Multi-Asset Outlook — Politics, policy and the pandemic
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Learn why we believe the integration of risk management throughout the investment process and the use of multiple lenses are crucial for approaches that span multiple styles, regions, asset types and credit tiers.
September 2020
Managing risk in an unconstrained fixed income strategy
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A monthly update on equity, fixed income, currency and commodity markets.
September 2020
Monthly Market Snapshot: August 2020
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In the first part of our new iSci stories series, we explore how data science is increasingly providing our investors with differentiated insights and discuss the value of robust collaboration between our investors and data scientists.
September 2020
Sharpening our edge: Investing with data science
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