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Tales From the Emerging World
The De-Americanization of Globalization

For decades the U.S. was the architect and anchor of a rules-based global system. But as Washington’s economic engagement with the world becomes driven more by national priorities rather than institutional commitments, the rest of the world is quietly building buffers and hedging U.S. dependency. As Jitania Kandhari and Saumya Jain explain, this is not the end of globalization, but the gradual de-Americanization of it.

13-Mar-2026
Article
Broadening the Overlay Horizon: Adding Diversification with Trend Strategies

Learn how we can help investors implement systematic strategies like trend within an overlay program.

12-Mar-2026
Caron’s Corner
Focusing on the Signal in Volatile Markets

An oil-driven shock is rippling through markets, so is it time to add or reduce risk?  We break down the key signals—correlation, liquidity and contagion—to determine whether this inflation shock turns into a growth scare and how to invest accordingly.

11-Mar-2026
Video
Video: Investors Embrace European Investment Grade Credit

Elevated all-in yields, underpinned by resilient corporate balance sheets and sustained investor demand, continue to create a compelling total return opportunity in European Investment Grade Credit. Watch our video to find out more.

11-Mar-2026

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