Overview
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29 October 2026
Equity
Emerging Markets: A broadening opportunity
We explain how we’ve navigated recent market moves across emerging markets and why we see opportunities broadening across countries, sectors and companies.
29 October 2026
Active ETFs
Rethinking the core: why active ETFs can play a bigger role in today’s equity portfolios
A repeatable, rules-based investment process can help active ETFs navigate concentrated markets, capture opportunities created by stock-level dispersion and offer investors a more purposeful approach to core equity exposure.
29 October 2026
Fixed Income - Investment Grade
Too Big to Bundle: Why Japan merits a dedicated equity allocation
For decades, corporate Japan was defined by stagnation—low growth, entrenched management teams and idle capital on balance sheets. Today, that landscape looks markedly different.
