Global equities managers 2017

In summary

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Supporting documents

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IPE Survey - Global equities managers 2017
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Topics

White papers
From geopolitical shocks to structural repricing

2026-10-29T14:32:00Z

Geopolitical disruption is no longer episodic, the authors argue. As energy security, supply-chain resilience and reserve diversification reshape capital flows, investors face the challenge of identifying markets still pricing in stability.
White papers
Finding opportunities amid higher rates, AI disruption, and market concentration

2026-10-27T17:20:00Z

Investors today are being challenged from all sides. Interest rates remain elevated, policy uncertainty and geopolitical shocks are clouding the outlook, and artificial intelligence is reshaping markets while intensifying concentration risk. These aren’t abstract concerns or distant possibilities; they’re forces unfolding in real time, changing how investors assess risk and identify opportunities. Four investment leaders recently gathered in New York City to discuss what has changed, where risks may be mispriced, and how they are navigating a market that’s only growing more complex.
White papers
Rethinking emerging markets: Diversification and growth opportunities in equities and fixed income

2026-10-26T16:57:00Z

Growing global uncertainty around company valuations, monetary policy and business cycles is prompting investors to rethink their asset-allocation strategies – and emerging markets (EM) may be well positioned to benefit. Across EM, a number of factors are combining to create potentially compelling diversification opportunities in both equities and fixed income.