Global Perspectives
Global Perspectives Podcast: Where are the opportunities in undervalued UK equities?
Adam Hetts is joined by UK equities portfolio managers Laura Foll and Indriatti van Hien in a discussion around valuations, the impact of rising inflation, dividends and responsible investing.
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Global Perspectives Podcast: ESG is more than a score
A discussion on why ESG analysis is more than just a “score” and how sustainable investing truly impacts the risk and return of all investors’ portfolios.
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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.
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.