Deeper Thought

Perhaps the assumption that markets are still anchored by predictable economic policies needs to be challenged. For the first time since the fall of the Berlin Wall, political volatility – once background noise – is potentially reshaping investment risk at a structural level.

Rethinking the macro and cross-asset research : what we have learned from the COVID-19 crisis

The Sting in the Transition Tail

The Spending Tap – A Look at China’s Booming E-commerce Sector

Stewardship Annual Report 2020

The path to recovery : What’s next?

Understanding the types of ETFs

Evaluating the financial materiality of gender diversity factors