Latest Insights
Equities: Can the cycle roll on?
Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.
COP26: “Finance Day” commitments amid greenwashing backlash
The latter half of week one at COP26 focused on the finance industry’s role in reducing emissions, including potential impending reporting and regulatory requirements.
Emerging markets now fertile ground for innovation
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
COP26: Deforestation, Methane Emissions and Decarbonization in Focus
COP26 so far has seen a focus on deforestation, the reduction of methane emissions and decarbonization of steel production and coal usage
Despite sell-off, healthcare fundamentals appear strong
Like the broader equity market, healthcare stocks experienced bouts of volatility during the third quarter. But attractive valuations, continued innovation and an uptick in merger and acquisitions could help lift the sector, says Portfolio Manager Andy Acker.
A balancing act for both monetary policy and bond investors
Portfolio Managers Jason England and Dan Siluk explain that inflation expectations and their influence on monetary policy will go a long way in dictating the way forward for global bond markets.
COP26: what it is and why it matters
Why this year’s conference has been given such high attention from the media and our clients, who plans to be there, and why it matters.
We can’t afford a COP-out 26
Adrienn Sarandi, Head of ESG Strategy & Development, outlines the commitments that she believes need to be made to deem the COP26 a success in the fight against global warming.
Climate change investing: net zero considerations
Paul LaCoursiere, Global Head of ESG Investments, explores key considerations related to climate investing and the path to net zero.
Global Sustainable Equity: news and opportunities (November 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
China’s three Cs: COVID, consumption and credit
Jennifer James, emerging market credit portfolio manager, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.
European equities: will inflation be transitory for longer?
John Bennett, Director of European Equities, discusses growth versus value, whether he believes inflation will become more persistent and what this means for European equities.