Equity Manager Report

Q1 2022: Elevated inflation a key risk for managers

How is inflation impacting manager viewpoints so far this year?

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Recent Equity Manager Reports

Q4 2021 update

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

Take 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

Q3 2021 update

How are inflation concerns impacting manager viewpoints?

Performance highlights from the third quarter of 2021, plus manager expectations for the final months of the year.




Q3 2021 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

More market insights

Q2 2021 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.

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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