For Institutional Investors in the US
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The Growing Importance of Active Management in Sustainable Investing
A discussion of the potential benefits that can be realized in returns, risk management and the ability to influence companies’ sustainability practices through active engagement.
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The current semiconductor shortage may be more pervasive and longer-lasting than many expect.
Recent adjustments to tech sector regulations in China do not diminish the secular themes behind these companies’ earnings growth.
Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.
The transition from a fossil analog economy to a renewable electric digital economy is at the heart of global decarbonization.
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.