Insights
Proprietary market data and analysis
Quant Insights
AI Funds: On which frontiers?
As a catalyst for market optimism, artificial intelligence (AI) and the productivity gains it promises was arguably the runaway leader in 2023. The...
Unlocking value from Japanese sectors
Investing in Japan during the lost decades that followed the collapse of a major property bubble in 1991 has been challenging. This year, however, a...
Copper, a silver bullet for a commodities strategy?
The brightest star in the commodities firmament? That changes from day to day in response to shifts in supply and demand. But copper, or ‘red gold’...
Economist Insights
Has DeepSeek deep-sixed tech sector momentum?
Reports that a Chinese company had built and trained an open-source artificial intelligence (AI) model in record time, and at a fraction of the...
Investors taking an alternative view of the US
Amidst a flurry of executive orders from President Donald Trump, issued in the wake of his inauguration and days after he launched a new meme coin,...
Clock ticking down to second Trump presidency
The second week of January saw Americans mourning their 39th president, watching in horror as large swathes of Los Angeles burned and – along with...
Multimedia
Market Insights: ESG update
During this 20-min Market Insights we will give you an overview of the ups-and-downs of ESG/SFI flows over the past few years, as well as a sneak...
Weekly fund flows highlights – 25th March 2024
How has investor sentiment towards bond fund flows been affected by the positive non-farm payroll numbers and the creation of 275,000 new jobs...
Weekly fund flows highlights – 11th March 2024
How has investor sentiment towards bond fund flows been affected by the positive non-farm payroll numbers and the creation of 275,000 new jobs...
Papers
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