For Institutional Investors in the US
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Not Your Traditional Cycle
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
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How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.
Powerful secular themes are still the main driver to long-term tech earnings growth.
Tech stocks are currently positioned to benefit from both secular and cyclical factors.
The importance of understanding a company’s business model to assess value and risk in an investment.
Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.
Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.
While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.
An overview of notable sustainable news stories for the third quarter of 2020.
Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.
Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?
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.