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Global Perspectives: Sustainable Investing in Clean Technologies
A transformative synchronized investment boom into clean technologies is underway in the U.S. and beyond.
GDP, the Fed and Biden’s Address: Recapping the last 24 hours
A recap and discussion of three significant economic events from the past 24 hours.
Inflation and property equities – time to get ‘real’
Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.
Global Sustainable Equity: News and opportunities (April 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on 2021 so far and looks ahead to the opportunities in the world of sustainability.
The ABC’s of ESG
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.
Uncovering opportunities in today’s bond market
Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.
Reflation train — arriving on time
Jenna Barnard and John Pattullo, co-heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.
Choice growth: Potential opportunities from high yield expansion
Tom Ross and Seth Meyer, corporate credit portfolio managers, explain why the rise in the size of the high yield bond market is to be welcomed.
The market’s tug-of-war
The complexities of the economic recovery have led to an ongoing push-pull in equity markets.
Shining a light on “Hidden ESG” in smaller companies
Why it’s important for investors to look beyond ESG ratings.
Remember the benefits of bonds
Navigating a core bond portfolio in a rising rate environment.
Don’t fight the wave of rising rates, surf it
Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.