Equity Manager Report
Q2 2021 Equity Manager Report: Volatility providing opportunities for skilled managers
Our compilation of unique, forward-looking insights from specialists across the manager universe during the second quarter of 2021.
Read the latest reportQ1 2021 update
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
Q4 2020 update
Value the clear winner in most regions
Performance highlights from the final quarter of 2020 and how the market rotation is impacting manager viewpoints for 2021..
Q4 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
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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 economy? We've identified key economic and market indicators to help assess current conditions and compare them to historic ranges.
Economic Indicators Dashboard