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A Balancing Act for Monetary Policy – and Bond Investors
Interest rates

A Balancing Act for Monetary Policy – and Bond Investors

Global bond markets face a period of transition, driven by inflation concerns and shifting monetary policy.

COP26: What It Is and Why It Matters

COP26: What It Is and Why It Matters

Why this year’s conference has been given such high attention from the media and our clients, who plans to be there, and why it matters.

Global Tech Stocks: Keeping Perspective in a Complex Environment
China Technology

Global Tech Stocks: Keeping Perspective in a Complex Environment

With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.

We Can’t Afford a COP-Out 26

We Can’t Afford a COP-Out 26

Adrienn Sarandi, Head of ESG Strategy & Development, outlines the commitments she believes need to be made to deem the COP26 a success in the fight against global warming.

Global Sustainable Equity: News and Opportunities

Global Sustainable Equity: News and Opportunities

Reflecting on the previous quarter of 2021 and looking ahead to the opportunities in the world of sustainability.

Research in Action: Investing in the Renewable Revolution

Research in Action: Investing in the Renewable Revolution

The energy transition could impact every facet of the global economy. Here’s what investors should consider as the switch to renewables unfolds.

Despite Sell-Off, Health Care Fundamentals Appear Strong
Healthcare

Despite Sell-Off, Health Care Fundamentals Appear Strong

Attractive valuations, continued innovation and an uptick in mergers and acquisitions could help lift the sector.

China’s Three Cs: COVID, Consumption and Credit
China Coronavirus Credit

China’s Three Cs: COVID, Consumption and Credit

How policies enacted by China’s government toward COVID-19, consumption and credit are likely to shape China’s near-term trajectory.

Amid Growing Uncertainty, Investors Should Be Proactive
Coronavirus Volatility

Amid Growing Uncertainty, Investors Should Be Proactive

Inflation, slowing growth, shifts in government policy and the Delta variant have combined to make this one of the most uncertain periods in recent memory for investors.

Multi-Asset Update: It’s Complicated
Coronavirus Volatility

Multi-Asset Update: It’s Complicated

Considering the short-term market outlook as governments and central banks struggle to deal with a more complex tangle of macro influences.

European Equities: Will Inflation Be Transitory for Longer?
Value Equities

European Equities: Will Inflation Be Transitory for Longer?

Questioning whether inflation will become more persistent and what this means for European equities.

Global Perspectives: ESG Is More than a Score

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.