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COVID Variants: The Impact on Pandemic Trajectory, Biopharma Stocks
Coronavirus Healthcare

COVID Variants: The Impact on Pandemic Trajectory, Biopharma Stocks

Making sense of the latest developments around COVID-19 variants and what investors should consider now.

A Renewed Focus on Business Models
Coronavirus Technology

A Renewed Focus on Business Models

The importance of understanding a company’s business model to assess value and risk in an investment.

Global Sustainable Equity: News and Opportunities (January 2021)

Global Sustainable Equity: News and Opportunities (January 2021)

Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.

Japan Equities Outlook: What Can Tuna Auctions Tell Us About Future Market Trends?

Japan Equities Outlook: What Can Tuna Auctions Tell Us About Future Market Trends?

Junichi Inoue, Head of Japanese Equities, discusses why the Japanese stock market performed well last year despite its cyclicality and shares his outlook for a recovery in 2021.

China: What Can Investors Expect in the Year of the Metal Ox?

China: What Can Investors Expect in the Year of the Metal Ox?

China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.

Multi-Asset Outlook 2021: All Change

Multi-Asset Outlook 2021: All Change

News of game-changing vaccines in late 2020 heralded a dramatic shift in expectations for markets and the economy in 2021. Paul O’Connor considers the rationale behind this optimism.

Mental Health Habits to Cultivate and Share

Mental Health Habits to Cultivate and Share

The importance of prioritizing mental well-being as we continue to cope with the isolation of the pandemic.

A Step Closer to a Digital Future

A Step Closer to a Digital Future

Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.

U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality

U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality

Perkins Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in U.S. small-cap value equities.

The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.

Inflation: Is This the Real Thing? Is This Just Fantasy?
Coronavirus Credit Interest rates

Inflation: Is This the Real Thing? Is This Just Fantasy?

Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.