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How the Fourth Industrial Revolution Will Accelerate Decarbonization
The transition from a fossil analog economy to a renewable electric digital economy is at the heart of global decarbonization.
A unique recovery: the handoffs commence
Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks
‘Renewable, electric, digital’: the Fourth Industrial Revolution
Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.
Global Perspectives: The Outlook for Tech through the Economic Reopening
How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.
Secular Tech Themes Still Intact
Powerful secular themes are still the main driver to long-term tech earnings growth.
Other Companies Join Tech Earnings Party
Tech stocks are currently positioned to benefit from both secular and cyclical factors.
Emerging market equities: China’s “smart” opportunity
Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.
Technology: solutions for a sustainable future in transport
Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode highlight how technology companies are providing solutions for a future of sustainable transport.
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.