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Why we believe the Fed must place greater emphasis on channeling accommodative policy to the backbone of the real economy: households and small businesses.
Exploring the environmental damage associated with the fast fashion trade and how some companies are changing the shape of the industry.
Little more than two months after global markets dramatically sold off on worries over COVID-19, have fixed income markets returned to “normal”?
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss accelerating and emerging secular themes amid the COVID-19 crisis and which companies stand to benefit.
Health care’s aggressive efforts to address COVID-19 could have a positive impact on the sector long term, says Portfolio Manager Andy Acker.
Daniel Graña argues that a large disparity is likely between the success stories of certain emerging market countries and the failures of others.
Hamish Chamberlayne, Head of SRI, explores the advancements made in the digital space and how this is closely linked with a sustainable future.
George Maris, Co-Head of Equities – Americas, recaps equity market volatility in 2020 and what investors should consider as the outlook for the global economy remains unclear.
Andrew Gillan explores the impact of the pandemic on Asian equities and explains why structural growth stories remain intact.
The 2020 Trends in Investing Survey reveals that the pandemic is directly impacting financial advisors’ short-term economic outlook.
Credit portfolio managers John Lloyd and Tim Winstone argue that markets are fixated with the near-term expansion in debt levels when a deeper look at credit fundamentals shows a more nuanced picture.
Why we believe China’s introduction of the National Security Law for Hong Kong is more about politics than economics.
