There are parallels to be drawn between the growth and evolution of electric vehicles and smartphones, with attractive opportunities for savvy investors, according to Alison Porter, Graeme Clark and Richard Clode.
The Biden administration says it backs a proposal to waive intellectual property rights (IP) for COVID-19 vaccines. How could that impact future investment in biotech? Portfolio Manager Andy Acker explains.
With an economic recovery underway, cyclical-growth stocks are positioned to join secular-growth companies in propelling tech sector earnings higher over the midterm, states portfolio manager Denny Fish.
ESG (Environmental, Social and Governance) investing has become a central theme across the investment community. Paul LaCoursiere, Head of ESG Investments, introduces the three main categories of ESG investment strategies and explores some of the considerations to be aware of.
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.