ESG in Action

Filter Insights

Showing 1-13 of 1,206 Results

China Seeks Wiggle Room for Growth in Year of the Snake

China’s efforts to steer between domestic and international growth challenges in 2025 could be good for bond investors.

Eric Liu | 28 January 2028
 A row of purple flowers stands elegantly in the foreground of a vast lake and mountain landscape.
Finding Growth in US Stocks Beyond the Technology Sector

Technology stocks have been the poster child for growth in recent years. Other sectors deserve a closer look today.

John Fogarty, Adam Yee | 30 January 2025
Five blocks with a star in the middle of each are lined up against a window, each casting a shadow forward.
Five Questions to Ask About Quality in Equity Portfolios

Quality has become a popular buzzword in equity investing. But what does it really mean?

Nelson Yu, Walt Czaicki | 27 January 2025
Notes From the Road: Investor Views at the Start of ‘25
Notes From the Road: Investor Views at the Start of ‘25

We started the year having discussions with a large number of chief investment officers (CIOs) and allocators. In this short note, we reflect on the key common messages that came out of those discussions, points of consensus and important open questions for the outlook. We reflect on how those perspectives overlap with our view that a change in macro regime is the most likely description of the outlook. There was strong agreement among investors on a positive view for risk assets and an overweight position in the US. The area of most agreement in terms of where to increase allocations was private assets, especially private debt. We discuss the key issues that investors have raised across equities, fixed income and alternative assets, and also their views on crypto.

Inigo Fraser-Jenkins, Alla Harmsworth | 27 January 2025
Capital Markets Outlook 1Q 2025: Mind the Gaps
Capital Markets Outlook 1Q 2025: Mind the Gaps

In our view, active investors face opportunities to outperform created by looming policy changes and the macro landscape. Bond yields remain healthy, and we see potential beyond the concentrated leaders of the US equity market. It won’t be a smooth ride—but disruption also creates room to maneuver.

23 January 2025
An Atlantic sailfish attacks a school of sardines in an attempt to strike one with its serrated bill, off the coast of Isla Mujeres, Mexico.
How to Invest in Emerging Market Equities as New US Policies Bite

Not all companies in emerging markets will be hurt by President Trump’s agenda. Here’s what equity investors should look for.

Sammy Suzuki | 23 January 2025
Multi-Asset 2025 Outlook: Expanding Horizons

As growth extends to more regions, we see expanding opportunities across countries and assets.

Caglasu Altunkopru, Aditya Monappa | 22 January 2025
A kayaker in a red kayak deftly navigates ice floes.
Can European Stocks Overcome Fallout from “America First” Agenda?

European equity markets may look vulnerable to fallout from new US policies. But some companies offer investors reasons to cheer.

Thorsten Winkelmann, Marcus Morris-Eyton | 21 January 2025
Seeking Efficient Income in Uncertain Times? Broaden Your Horizons

Investors may find better opportunities when they apply a wider lens.

Monika Carlson, Fahd Malik | 17 January 2025
Pinwheels against a blue sky that evoke images of wind turbines
Tariffs, Tempests, Turnarounds: What’s Next for Renewable Energy?

A look at how the renewable energy opportunity may--and may not change.

Jody Gunderson, Xiaoyu Gu | 15 January 2025
Sand blowing across desert dunes
2025 Credit Outlook: On Firm Ground, Despite Shifting Political Sands

New policies could disrupt markets, but high starting yields and strong demand for income should provide ballast.

Tiffanie Wong, Will Smith, Robert Hopper | 15 January 2025
The vast night sky lit up by stars
Private Credit Outlook: Expanding the Universe

The journey from niche asset to core allocation looks set to continue.

Matthew Bass | 09 January 2025