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Despite constraints on both their human and financial capital, Small- and Mid-Sized companies (SMIDs) share similar business ambitions with their larger counterparts while competing for the same talent. They need talent to fuel their growth, yet that rapid growth can strain employees. Attracting and retaining talent, while simultaneously maintaining workforce productivity, poses a challenge.
  • ESG, SRI, David Czupryna, Circular Economy

    Beyond Fossil Fuels: Why Green Investments Are Still the Future

    After a challenging period for green investing, marked by rising interest rates, supply chain issues, and overcapacity, companies committed to building a sustainable world could remain an attractive long-term option for investors seeking both financial returns and positive impact.
  • Asset Allocation, Equities, Nadège Dufossé, Thibaut Dorlet

    Japan : Make or break

    Japanese equities have enjoyed a positive run since the start of the year (+20.8% performance to 27 Mar 2024 ), with the Nikkei recently hitting all-time highs, surpassing the peak of the 1989 bubble .
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  • Emerging Markets
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  • Emerging Markets
Diliana Deltcheva, Charudatta Shende, Emerging Markets, Fixed Income, Credit

Our 2024 Emerging Markets Debt Market Outlook

With 2024 underway, many bond investors are still wondering how the environment for Emerging Markets debt will differ from that of 2023.. Indeed, it looks more benign for Emerging Market Debt ….
Emerging Markets, Equities

Steady as She Goes

The year of 2022 proved to be one of the most challenging and volatile for emerging market (EM) equities.
Diliana Deltcheva, Fixed Income, Emerging Markets

Our 2023 Emerging Markets Debt Market Outlook

The macro environment in 2023 is likely to remain challenging for emerging market debt, especially in the first half of the year.
Emerging Markets, Fixed Income, Richard Briggs, Sovereign Sustainability

Lula’s Amazon stance appeals but will he deliver on the economy?

Luiz Inacio Lula da Silva narrowly won the second round of Brazil’s election, beating incumbent Jair Bolsonaro. Initial fears that Bolsonaro wouldn’t accept the result, particularly if it was tight, have receded. Bolsonaro said that he would follow the constitution and play by the rules, while his chief of staff, acknowledged the defeat.
Climate Action, Equities, ESG, SRI, Paulo Salazar, Galina Besedina, David Czupryna, Emerging Markets

ESG in EM Equities: Knitting it all together

25 years of experience in ESG, 25 years of experience in Emerging Markets Equities, and over 15 years of putting it all together. Doubling the Drivers of Performance : Historically, Emerging Markets have been the drivers of global growth. Times are changing - deglobalisation is the new trend – but EMs still are responsible for more than half of our global economic growth.

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