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Emerging markets now fertile ground for innovation
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
Global Tech Stocks: Keeping Perspective in a Complex Environment
With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.
Research in Action: Investing in the Renewable Revolution
The energy transition could impact every facet of the global economy. Here’s what investors should consider as the switch to renewables unfolds.
The Semiconductor Shortage: Why More than Tech Investors Should Care
The current semiconductor shortage may be more pervasive and longer-lasting than many expect.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
While near-term risks exist, the trajectory of emerging markets remains on stable footing
China Tech Sector: Evolving Regulations, Same Compelling Themes
Recent adjustments to tech sector regulations in China do not diminish the secular themes behind these companies’ earnings growth.
Global Technology Outlook: Prioritizing Company Fundamentals
Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.
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.