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CAPABILITIES

Latest Insights

Healthcare builds momentum

Healthcare builds momentum

Recent achievements in clinical research and the 2020 US election outcome could benefit the health care sector in the coming year, says Portfolio Manager Andy Acker.

Sustainable equities: the future is green and digital

Sustainable equities: the future is green and digital

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.

Can a broader recovery spur a value rotation?

Can a broader recovery spur a value rotation?

Perkins Portfolio Manager Ted Thome discusses recent positive developments that may spur a broader economic recovery and a rotation into more value-oriented market segments.