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| INSIGHT VIDEO • 1-feb-2022 | |
Emerging Markets Leaders Update – with Vishal Gupta
Vishal Gupta
Vishal Gupta, Emerging Markets Leaders Portfolio Manager, discusses the domestic growth opportunities in China and localization ideas in India.
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| INSIGHT VIDEO • 31-gen-2022 | |
Emerging Markets Leaders Update – with Vishal Gupta
Vishal Gupta
Looking back at 2021, Vishal Gupta, Emerging Markets Leaders Portfolio Manager, shares themes selection, performance review and discusses ESG.
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| Market Pulse • 13-lug-2021 | |
Oltre la diversificazione: Perché investire in fondi multi-asset a gestione attiva
Andrew Harmstone,
Manfred Hui
A nostro avviso i segreti per gestire con successo un portafoglio multi-asset sono due: primo, il gestore deve seguire un approccio veramente attivo e, secondo, deve gestire il fondo in base a un obiettivo di volatilità anziché un benchmark.
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| Market Pulse • 30-giu-2021 | |
The Policy Puzzle: Procyclical or Countercyclical
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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| Market Pulse • 29-giu-2021 • 4:29 Min | |
Why the Commodity Boom Can Last
Jitania Kandhari
Jitania Kandhari, Co-Lead Portfolio Manager of the Active International Allocation Strategy and Head of Macro and Thematic Research for the Emerging Markets Equity Team, thinks the recent surge in commodity prices has years to run.
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| Market Pulse • 25-mag-2021 • 12:00 Min | |
Fixed Income Update with Kevin Lynyak
Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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| INSIGHT VIDEO • 17-mag-2021 | |
Emerging Leaders for the Next Decade
Vishal Gupta
Interview with Vishal Gupta, portfolio manager for the Emerging Leaders strategy.
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| Market Pulse • 5-mag-2021 • 4:54 Min | |
Five Reasons To Be Bullish on the American Consumer
Jitania Kandhari
Jitania Kandhari, Co-Lead Portfolio Manager of the Active International Allocation Strategy and Head of Macro and Thematic Research for the Emerging Markets Equity team, outlines her five reasons to have confidence in the American consumer.
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