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The taper is (almost) here: what it means for bond investors
The imminent arrival of tapering by the US Federal Reserve amplifies challenges facing bond investors.
The Importance of Diversifying U.S. Equities Through an Uneven Recovery
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
ESG and Women – product design matters
Businesses often fall short of the requirements that make a gender-neutral product genuinely inclusive for women. So, how can companies incorporate truly inclusive design?
The Case for Alternatives in a Buoyant Market
After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.
China’s economic rebalancing casts a cloud on property
Fixed income portfolio managers Jennifer James and Tom Ross consider how efforts to rebalance the economy in China are having far-reaching implications.
Natural resources: paving the way towards net zero
Natural resources play a key role in combatting climate change, with exciting opportunities for investors.
Global Perspectives Podcast: No one’s listening to the bond markets
Bond markets are once again sending a message on rates. Is anyone listening? Adam Hetts talks to John Pattullo and Jenna Barnard from the Strategic Fixed Income team.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
While near-term risks exist, the trajectory of emerging markets remains on stable footing
Progressing toward a sustainable global economy
Why we believe active engagement is key to gauging companies’ progress on addressing environmental and social issues.
Sustainable investing – the defining decades
A lot can happen in 30 years. Over the past three decades, we have seen explosive progress in science, technology and communications. In the same timeframe, the need for sustainable practices has become paramount.
Understanding the impact of delta
In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.
Beating the biotech blues
The biotech sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.