Ready for the Reopening?

Our Latin American & US Offshore Portfolio Barometer examines portfolio trends and positioning in the transition from the stay-at-home to reopening economy.

  • April 8, 2021
Post-Pandemic Emerging Market Trends: Adaptations, China, ESG

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

  • April 1, 2021
Market Outlook: Why Inflation Worries May Be Exaggerated

Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.

Macro and Market Views View More  

Research and Analysis View More  

Big Ideas View More  


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