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Beyond the Numbers

A recurring, chart-led series of concise insights—what our investment teams are seeing, the themes shaping their thinking, and what matters now.

Index Concentration: The Big Are Also Getting Bigger in Emerging Markets Market Insights
Market Insights

Index Concentration: The Big Are Also Getting Bigger in Emerging Markets

Equity concentration is high not only in developed markets but also in emerging markets, where a few tech giants dominate index weights and can shape portfolio risk.

3 Mar 2026 3 min read
Is the Market Too Complacent? Market Insights
Market Insights

Is the Market Too Complacent?

Index concentration, driven by the extraordinary outperformance of US technology stocks, has increased the risk of trying to “time the market.”

26 May 2026 3 min read
Japan’s Yen Interventions: Buying Time, Not Direction Market Insights
Market Insights

Japan’s Yen Interventions: Buying Time, Not Direction

Japan's currency interventions may now slow yen volatility in the short term, but broader monetary and macroeconomic forces will drive long-term direction.

Christian Antúnez, CFA, Global Fixed Income and FX Advisory 1 Jul 2026 4 min read
What July’s Historic Risk Rotation Could Mean for Investors Market Insights
Market Insights

What July’s Historic Risk Rotation Could Mean for Investors

July’s historic risk rotation could present investors with a rare opportunity for diversification against wider market risks.

Jason Williams, CFA, Director, Investment Strategist 6 Aug 2026 5 min read
Technology’s Outsized Role in Passive Allocations to Emerging Markets Equities Market Insights
Market Insights

Technology’s Outsized Role in Passive Allocations to Emerging Markets Equities

Technology stocks don’t just dominate global developed stock markets. They now increasingly shape emerging markets, which brings concentration risks.

25 Aug 2026 5 min read