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Access to medicine – the need for innovation, partnerships and data capture
Olivia Gull, Analyst on the Governance and Responsible Investment Team, examines how pharmaceutical companies are addressing the issue of inequitable access to medicine, specifically in low and middle-income countries.
Disappointing payroll data doesn’t change our outlook
Head of U.S. Fixed Income Greg Wilensky shares his thoughts on today’s employment report and why it doesn’t change our long-term outlook.
Accelerating Growth for 2021?
Though risks remain, we expect an accelerating and broadening economic recovery in 2021.
Other companies join tech earnings party
Tech stocks are currently positioned to benefit from both secular and cyclical factors.
The market’s tug-of-war
The complexities of the economic recovery have led to an ongoing push-pull in equity markets.
Health care’s innovation shifts into high gear
Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.
Will the value rotation continue through a broader economic recovery?
Can value continue to lead through a broader economic recovery?
Giving Savers a Chance in Short-Duration Fixed Income
Negative real yields have punished savers for much of the past decade.
Emerging Market Equities: Same Storm, Different Boats
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
Is There an Investment Case for Oil and Gas During the Energy Transition?
Coming out of the global pandemic, oil and gas could see one more upcycle even as renewables gain market share.
Finding value in each other: Active collaboration in stock and bond analysis
Assessing the benefits of active collaboration in stock and bond analysis.
Reflation: Is this the real thing or just fantasy?
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.