Global Perspectives
Global Perspectives Podcast: An extreme hatred of bonds… just or unfair?
Investor positioning still (unfairly) reflects an extreme hatred of bonds.
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Global Perspectives Podcast: A contrarian approach through the COVID recovery
A discussion of the unique aspects of the COVID investment environment.
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Global Perspectives Podcast: Technology is enabling sustainability
Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. This podcast explores these themes and the investment opportunities.
Listen nowResearch in Action
Research in action: the commodities comeback
A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.
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Research in action: EVs drive into a new lane for investors
As demand for electric vehicles (EVs) solidifies, the next big question for investors will be supply.
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Research in Action Podcast: Tech’s mega themes show no signs of slowing
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.
Listen nowEnvironmental, Social and Governance (ESG):
Find out how environmental, social and governance (ESG) considerations are embedded within our organization and investment principles.