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The Investment Ramifications of a Multipolar World
What the move beyond “peak globalization” means for investing in emerging market equities.
Investing in the Metaverse – Separating Hype from Reality
The metaverse represents the next major evolution in computing. But where are the real wins occurring?
Century of Biotech: Capitalizing on the Biomedical Revolution
Remarkable advances in biomedical research are leading to rapid growth and volatility in the biotechnology sector.
Deforestation: Seeing the Wood for the Trees
Globally, the rate of deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.
Meeting the need for a sustainable and resilient water system
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses how businesses are changing the way we use and consume water.
Biodiversity Loss: The Other Systemic Crisis
In this new series of primers we examine key sustainability challenges that humanity is facing.
REITs The Missing Ingredient for a Holistic Real Estate Allocation
As a complement to private real estate, REITs can offer investors broader exposure to specialty property sectors that offer great growth opportunity. Learn why our experts encourage institutional investors to reassess REITs as a strategic return-enhancing asset class.
An Investor’s China Conundrum
While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.
Inflation Dilemma: Where Now for Central Banks and Fixed Income?
Jim Cielinski considers the dilemma for central banks as they are caught between decades-high inflation and an increasingly uncertain growth outlook.
High yield in a rising rate environment
Brent Olson and Tom Ross, corporate credit portfolio managers on our Global High Yield platform, explore how factors affecting credit risk in high yield might help balance upward pressure on interest rate risk.
Technology is Enabling Sustainability
A discussion of the pivotal role technology plays in the transition towards a more sustainable world.
Technology is enabling sustainability
Technology plays a pivotal role in the transition towards a more sustainable world. Portfolio manager Richard Clode explores these themes and the investment opportunities.