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Health Care Builds Momentum
Portfolio Manager Andy Acker says the health care sector looks set to ride a number of positive trends into 2021.
Go with the flow
Can fixed income continue to offer stability through the storm? We think flows will likely determine how the asset class fares in 2021.
What does the economic recovery mean for equities in 2021?
Are the key components in place to support equity markets in 2021? We explore the backdrop and what could derail an otherwise positive outlook.
Will the hump in defaults be a hill or a mountain?
Seth Meyer, Corporate Credit Portfolio Manager, and Esther Watt, Client Portfolio Manager, explore the default outlook for high yield bonds and the risks and opportunities this presents.
The Fed’s new policy, inflation and its implications for U.S. bonds
Greg Wilensky and Michael Keough discuss their outlook for U.S. inflation after the U.S. Federal Reserve’s policy change, and its impact on U.S. bond markets.
Is now the time for defensive value?
Portfolio Manager Justin Tugman discusses factors that may point to a leadership change from growth to value stocks. He also explores the potential a defensive-value based approach offers investors concerned with ongoing market volatility and lofty stock valuations.
Business model investing: opportunity amid crisis
U.S. equities Portfolio Manager Nick Schommer discusses the importance of durable, competitively advantaged business models amid a disrupted economic environment.
Global Perspectives Podcast: Demystifying Sustainable Investing
In this episode, Global Sustainable Equity portfolio managers Hamish Chamberlayne and Aaron Scully join Adam Hetts to decode sustainability and discuss their approach to sustainable investing.
Investing in health care post COVID-19
Health care’s aggressive efforts to address COVID-19 could have a positive impact on the sector long term, says Portfolio Manager Andy Acker.
Emerging Markets: ‘a rising tide will not lift all boats’
Daniel Graña argues that a large disparity is likely between the success stories of certain emerging market countries and the failures of others.
Sustainability and digitalisation: speeding the transition to a low carbon world
Hamish Chamberlayne, Head of SRI, explores the advancements made in the digital space and how this is closely linked with a sustainable future.
Making sense of equities in 2020
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.