Equity Manager Report

Q1 2021 Equity Manager Report: Value the standout performer again

Performance highlights from the first quarter of 2021, plus how the rapid recovery of certain cyclical and reopening trades is impacting manager viewpoints.

Q1 2021 Findings
Recent Equity Manager Reports

Q3 2020 update

Special U.S. election edition

The latest on how equity managers across the globe fared during the third quarter, plus how the upcoming U.S. election is impacting manager viewpoints.




Q3 2020 Findings

Q2 2020 update

Tech in the driver's seat

How did equity managers across the globe fare during the second quarter?




Q2 2020 Findings

What is the Equity Manager Report?

Our distinct relationship with underlying 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

Blog Posts

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Fixed Income Survey

We assess the outlook across the fixed-income landscape by surveying bond and currency managers throughout the year.
 

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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

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Market Commentary

View our weekly global market commentary which provides market highlights and details per major asset class.
 

Latest Commentary