A closer look at the industry-leading fundamental research, AI and data-driven insights that underpin our investment decisions and help drive sustainable outcomes.
Latest articles
- The Red Thread – Diversification edition – Webinar
- A brief history of diversification
- The non-linearity of diversification
- The beauty of indexing
- Q3 2024 equity market outlook
- Q2 2024 equity market outlook
- Q1 2024 equity market outlook
- A new game plan to invest in China
- Q4 2023 equity market outlook
- Engaging and delivering on ESG in Asia
- Q3 equity market outlook
- Latest insights on emerging markets equities
- Pulling the interest rate ripcord
- 2Q 2023 Quarterly Investment Forum
- A look ahead at alternative credit markets and investment opportunities
- Strategy Outlook
- O’Connor Global Multi-Strategy Alpha Quarterly Letter
- Five key charts on equity market drivers
- Quarterly Investment Forum 1Q 2023
- The last resort: Bringing inflation back to target when all else fails
- Strategy Outlook
- Quarterly O’Connor Global Multi-Strategy outlook
- From Poland to India: Our 2023 outlook for emerging markets equities
- China and the Global Economy
- The Return of Yield: Risks and Opportunities
- What goes up….
- O’Connor Global Multi-Strategy Alpha Quarterly Letter
- The China alpha story
- Hedge funds in China - the great shift
- EM Fixed Income: We aren’t out of the woods yet
- Strategy Outlook
- ECB rate hike cycle: how will they start?
- The 40,000 foot view on markets
- Reserve Management Seminar Survey
- Don't count China equities out just yet
- Where do successful hedge fund strategies invest?
- Diversification with Alternatives
- Asset allocation with volatility high inflation
- What’s ahead for the Chinese yuan (CNY)
- Strategy Outlook
- Macro update on the ascendance of Inflation
- EM Fixed Income: Bye Bye Globalization, Hello Stagflation
- Investment realities in 2022
- Will globalization survive COVID-19?
- Investor Note
- Investor Note
- Investor Note
- Strategy Outlook
- 27th Annual Reserve Management Seminar Survey
- 26th Annual Reserve Management Seminar Survey
- Macro outlook and investment allocation
- Investment opportunities in 2021
- Outlook for the Asset Management industry
- GCC 2021 Wrap Up
- China 2021 - the investing outlook in 10 charts
- China fixed income: under the microscope
- China equities: the alpha opportunity
- Nobel Perspectives: On a post COVID-19 world
- Backdrop
- Part I: Deterministic scenario projections
- Part II: Capital Market Assumptions Update
- Summary
Panorama
Article collections grouped around our mid-year and year-end outlooks
- The new China playbook: Barry Gill interviews Dr. Keyu Jin
- Can Chinese equities withstand a slowing economy?
- An entrepreneurial state
- Bucking the trend(s): An indexing and active view of Chinese equities
- Dollar diffusion: China’s opportunity to balance the power dynamics in global finance
- China and net zero: An existential sustainability issue
- Where China and the US can underwrite world progress together
- Panorama: The SI Edition Webinar
- Alpha & outcomes
- Morals, markets and menus
- Green spending and clean energy investment: Exploring the opportunities
- Benchmarking ESG
- Putting a price on nature
- The future of stewardship
- Securing a sustainable food supply
- Webinar: Panorama - Investing Through Change
- Potential market surprises in 2023
- Will the 60/40 portfolio rise from the ashes?
- Calm waters turn choppy
- Job market resilience could prolong the late-cycle
- A new paradigm for equity long-short alpha?
- What next for central bank policy?
- Turning positive? Three reasons to look at fixed income again
- Webinar: Panorama - the Inflation Challenge
- Investing for changing inflationary dynamics
- Inflation and the impact of Demographics
- Global economic growth 2022: 4 potential scenarios
- Fixed income markets and the end of the ‘Fed Put’
- Net zero pathway: decarbonizing highly pollutive industries
- ESG asset allocation and inflation
- Hedge Funds As a Diversifier
- Real Estate: Aiming for Broad Diversification
- Five market surprises in 2022
- Shifting sustainable gears
- The shape of China’s ESG agenda
- Energy transition gathers pace
- Asset Allocation for an ESG world
- Bridging the ESG data gap
- Reshaping regulation
- Three investment convictions for 2021
- A shifting momentum
- 2021’s 5 #trending topics
- The five-year market perspective
- Does the future belong to Asia?
- Hedge funds: here to stay
- The value of a green transition
- Change? Or more of the same…
- The road back to normal
- The next 50 years - what to expect
- Dividends for yield-thirsty investors
- Are small caps taking big strides?
- The rise of sustainable investing
- Trends suppressing bond yields
- Turning to hedge funds for yield
- The income challenge
- Driving sustainable outcomes
- Seizing AI opportunities
- Reflection, recession, recovery…
- When market shocks create opportunities
- ESG: is a rebalancing needed?
- How has COVID-19 impacted ESG investing?
- Emerging markets equities – key facts
- Are you prepared?
- Shock tactics
- Late cycle rebound
- China equities: A five-step guide for 2020
- Turning heads in Asia
- A volatile mix
- A 5-point guide to fixed income in 2019
- Hedge fund themes in today's market
- Becoming better stewards
- Navigating current market uncertainty
- Opportunities in active equities
- Choppy waters
- Emerging markets equities – key facts
- Five reasons for a standalone allocation to China
- Video: What’s in the mix? Asset allocation opportunities for 2019
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