Equity Manager Report

Q3 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.

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Recent Equity Manager Reports

Q2 2019 update

Piggybacking on the positives

How did active equity managers fare during Q2? Check out the latest insights from our manager research team.

Q2 2019 Findings

Q1 2019 update

The pendulum swings back and forth

Our manager research showed growth outperforming value, though managers from both styles of investing bought the 2018 fourth quarter correction.

Q1 2019 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 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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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
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