Global Technology and Innovation Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the forces driving the transition to a digital global economy.
Technology equities portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss the challenges and opportunities in the evolving semiconductor space, which has been a key enabler for the development of technology.
In the first of a series on sustainable design, Ama Seery, Sustainability Analyst on the Global Sustainable Equity Team, breaks down sustainable design and explains how the team incorporate it into their investment approach.
Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team, provides a brief analysis of the current state of US and European loan markets, finding that they signal different outlooks.
Perkins US equity Portfolio Manager Ted Thome discusses opportunities created by the current market and why now may be a good time for investors to position their portfolios for a changing environment.
Head of Global Asset Allocation, Ashwin Alankar, and Chief Investment Strategist, Myron Scholes, provide insight on how the options market reacted to the Democratic and Republican conventions and whether the proceedings impacted the markets’ assessment of the US presidential election’s outcome.
How can we mitigate some of the challenges associated with systematic ‘protection’ strategies that are ‘always on’? In this article, Portfolio Managers Andrew Kaleel and Maya Perone discuss the new Tail hedge strategy and how it can be used to address some of these challenges.
The relationship between equities and bonds is a central tenet of modern market behavior. In this article, Portfolio Manager Natasha Sibley considers whether investors should continue to take this easy source of diversification for granted.
Should investors always be protected? If so, how can this be implemented? In this article, Portfolio Manager Mark Richardson describes the construction of a multi-faceted ‘protection’ strategy designed to mitigate a large range of unforeseeable market risks.
Nick Maroutsos, Co-Head of Global Bonds, believes that despite a shift in policy, the US Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.