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The importance of uncovering smart, sustainable growth as the trend of Software as a Service (SaaS) evolves.
Portfolio Manager Nick Schommer explores the transformation taking place in energy as utilities invest for the future.
Portfolio Manager Marc Pinto weighs in on how equity markets are reacting to the latest developments in the U.S. presidential election.
Portfolio Managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.
Portfolio Managers Doug Rao and Jeremiah Buckley discuss what the next phase of technology disruption may look like and the investment implications going forward.
Charlie Awdry, Portfolio Manager for the Chinese Equities strategy, discusses how innovation is spurring growth and profitability in China.
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As trade tensions potentially distort the economic outlook, investors should prepare for market volatility and focus on defensive growth companies.
As growth companies race to capture network effects and value companies cling to legacy economics, investors may find opportunity somewhere in between.
Companies across all industries are working to transition to a digital economy – some with more success than others.
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Co-Head of Equities George Maris suggests opportunities can be found in both growth and value stocks and urges investors to focus on fundamentals.
Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.
Disruption is rippling through the global economy, and the pace of change is accelerating. Change and innovation are always present, but read more to learn why today is different.
