Equity Manager Report
Q1 2020 update: Special COVID-19 edition
See how the coronavirus pandemic is impacting manager viewpoints across key geographic and equity regions.
Read the latest reportQ3 2019 update
Are growth concerns growing?
Are equity managers reconsidering their exposure to more expensive growth stocks? Check out the latest insights from our manager research team.
Q3 2019 FindingsQ2 2019 update
Piggybacking on the positives
How did active equity managers fare during Q2 2019? Check out the latest insights from our manager research team.
Q2 2019 FindingsWhat 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
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We assess the outlook across the 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.
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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.
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What’s the state of the economy? We've identified key economic and market indicators to help assess current conditions and compare them to historic ranges.
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