- White papers
The curious case of rising US Treasury yields
A number of factors are likely prompting the move.
- White papers
Market mayhem bolsters appeal of liquidity products
Uncertain times call for a different approach. With US$30.3bn inflows in the first week of April alone, we believe now is the right time for money markets to shine.
- White papers
Money Markets: Staying steady
The stability of the money markets is shining amid the greater financial turbulence.
- White papers
Report Global Equity ESG, Annual Report 2024
Our latest Global Equity ESG annual report dives into the pressing issue of biodiversity, and how the team are strategically investing to protect and restore ecosystems. With a comprehensive year-in-review, the report also highlights key investments and impactful engagement examples from 2024.
- White papers
Globalisation isn’t dead. It’s changing.
The latest round of tariffs launched by the US government in early April prompted a wave of criticism from world leaders, including some who say globalisation is now dead. As a global investor for over four decades, I respectfully disagree. Globalisation isn’t dead. It is, however, changing in a significant way.
- Webinar
Webinar: Tariff impacts on global markets
Tariffs levied by the Trump administration have sent global markets reeling. Watch portfolio managers Jody Jonsson and Chitrang Purani assess the implications for stocks and bonds.
- White papers
UK Real Estate: Talking Points April 2025
Welcome to our quarterly snapshot of real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
- White papers
Deglobalization. What’s Next?
We believe the Post-World War II, U.S.-dominated world order of globalization is quickly coming to an end. Between the possibilities of diversification, division, and disengagement that we discussed in our piece on globalization several years ago, the Trump Administration appears to be pursuing a disengagement strategy. Everyone— domestic players in the U.S. included—is now working to accommodate a less globally engaged U.S.
- White papers
O’Connor Global Multi-Strategy Alpha Monthly Letter
Navigating policy shifts and market opportunities