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Thought Leadership

21NOV 2019

The rise of US superstar firms and its implications for investors

A handful of “superstar” firms have changed the investment landscape in recent years. But should their dominance be ringing alarm bells for investors?

Thought Leadership

04NOV 2019

2018

DEZEMBER

10DEZ 2018

Thought Leadership

The underperformance of value: a tale of unintended consequences

Our research shows that, given the poor performance of many value-orientated funds, investors would do well to choose their value factor carefully.

04DEZ 2018

Thought Leadership

The emerging market convergence question

The idea of convergence is a powerful one for many emerging markets investors. But what is it? Why should it happen? What does history tell us about it?