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The Road Less Traveled: How Differentiated Thinking Can Benefit Investors
Nick Schommer discusses how his background has influenced his investment approach – particularly as it relates to identifying misunderstood and underappreciated business models.
Sustainability Matters: Investing With Positive Impact
Hamish Chamberlayne discusses how economic stimulus and the digital transformation of the economy are helping advance sustainability goals around the world.
Mid-Cap Equities: Investing in Smart Growth
Brian Demain discusses the recent unusual dynamics in the mid-cap growth market and his process for pursuing “smart growth” businesses.
China Decarbonization: The Emergence of a Mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.
Investing Off the Beaten Path
Nick Schommer, CFA, Portfolio Manager, discusses what the pandemic has taught us about the importance of a company’s business model.
Investing in Diversity: analysing the investment risks and opportunities
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.
What it takes to be an effective sustainability advocate
As Head of Sustainable & Responsible Investing (SRI), Hamish Chamberlayne champions sustainability every day. It takes authenticity and a desire to take part in resolving real world issues to make any meaningful dent in environmental and social challenges.
Cobalt: saying ‘no’ to child labour
Ama Seery, ESG Analyst on the Global Sustainable Equity Team, examines the explosive demand for cobalt – used to power the batteries of mobile devices – and the many risks associated with its supply.
Finding Opportunity
Portfolio Managers John Pattullo and Jenna Barnard, CFA explain how they find investment opportunities.