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.

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Recent Equity Manager Reports

Q1 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

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