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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.
Technology is Enabling Sustainability
A discussion of the pivotal role technology plays in the transition towards a more sustainable world.
Earnings Don’t Matter… At Least Here in the U.S.
It is said, “stocks prices follow earnings.” A discussion on why this isn’t currently the case and what investors should consider as a result.
Multi-Asset in 2022: Prepare for All Seasons
Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.
Still Think High Inflation is Transitory?
Exploring inflation-hedging assets in preparation for the end of the Great Moderation
Emerging markets now fertile ground for innovation
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
Climate Change Investing: Net Zero Considerations
Paul LaCoursiere, Global Head of ESG Investments, explores key considerations related to climate investing and the path to net zero.
China’s three Cs: COVID, consumption and credit
Jennifer James, emerging market credit portfolio manager, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.
Transient Inflation: What if the Consensus is Wrong?
Suny Park, Head of Institutional Client Strategy, looks at both sides of the inflation debate – assessing evidence that supports transient inflation as well as indicators that point to a higher, sustained level of inflation.