Strong Earnings Season

Divergences have increased as a consequence of idiosyncratic stories (the Turkish crisis weighed on the EU market, but also EM were strongly hit by the risk-off mood), while the US market is re-approaching historical highs.
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Core Appeal, but not Time to be Overly Defensive

The appeal for core bonds continues due to both geopolitical tensions and erupting idiosyncratic stories in EM.
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Building on our History of Sustainable Investing

The consideration of Environmental, Social and Governance (ESG) factors has been a fundamental part of our research process for decades.  Today, we announced enhanced focus on ESG investing including dedicated and tailored ESG strategies.
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We have updated our Privacy Notice to meet the requirements of new European Union regulations on data protection that take effect on May 25, 2018. Our updated Privacy Notice can be found here.

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