Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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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)
Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.
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.
Technology Fuels Long-Term Growth Prospects for Manufacturing
While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.
Sustainable Equities: The Future Is Green and Digital
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.
Global Sustainable Equity: News and Opportunities (October 2020)
An overview of notable sustainable news stories for the third quarter of 2020.
The highly rational – and sometimes slightly less rational – world of tech investing
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.
Long-Term View Best Tonic for Digesting Tech Sector Volatility
Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.
The Regulatory and Policy Landscape for Big Tech
Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?
Is There a Market Beyond Tech?
Market gains have been concentrated in large-cap tech stocks in 2020. But many other companies are adapting to a digital-first economy and/or have solid fundamentals.
For Some Tech Giants, Innovation No Longer a Dilemma
With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.
Platform Businesses: The Misunderstood Powerhouses of Innovation
The power of platform businesses and why the trajectory of their corporate models is often misunderstood.