Equity Manager Report

Q2 2022: Deep recession not expected

Manager insights from the second quarter of 2022, plus expectations for the second half of the year.

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Recent Equity Manager Reports

Q1 2022 update

Elevated inflation a key risk for managers

How is inflation impacting manager viewpoints so far this year?

Q1 2022 Findings

Q4 2021 update

ESG funds swell to 10% of global fund assets at year-end

A look at the growth of ESG funds in 2021, plus fourth-quarter performance highlights and manager expectations for the year ahead.

Q4 2021 Findings

What is the Equity Manager Report?

Our distinct relationship with money managers allows us to have unique access to insights from specialists across the equity manager universe. This report compiles our chief tactical observations from key geographic and equity regions across the globe.

Featured Author

Gabriel Sauma, Head of Research, Emerging Market Equities

Gabriel Sauma

More market insights

Q1 2022 Fixed Income Survey banner image

Fixed Income Survey

We assess the outlook across the global fixed-income landscape by surveying bond and currency managers throughout the year. We drill deep into fixed-income investment firms’ expectations on interest rates, inflation, credit fundamentals, emerging-market currencies and more.

Read the latest Fixed Income Survey All Fixed Income Surveys

Global Market Outlook

Navigating global markets is more challenging than ever. To get a sharper view, access the data-driven insights of our global investment strategists.

Latest Report


Economic Indicators Dashboard

What’s the state of the Canadian economy? We've identified key economic and market indicators to help assess current conditions and compare them to historic ranges.

Economic Indicators Dashboard