For Institutional Investors in the US
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Global Perspectives: ESG Is More than a Score
A discussion on why ESG analysis is more than just a "score" and how sustainable investing truly impacts the risk and return of all investors’ portfolios.
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Ash Alankar reveals what surprises 2020 may have in store for markets, including a possible rebound in non-U.S. equities and an overdue rise in inflation.
Portfolio Manager Laura Foll discusses the UK equity market’s reaction to Conservatives’ sweeping win and the long-term implication for investors.
We see reason to remain optimistic in 2020 by focusing on companies whose business models support a sustainable global economy.
John Pattullo, Co-Head of Strategic Fixed Income, provides insight on the chances of a soft or hard landing for the U.S. economy.
A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.
In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.
Portfolio Manager Dan Siluk discusses the challenges of generating positive yield amid falling rates and economic uncertainty.
Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.