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.
Read the latest reportQ1 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
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
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
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