Adrienn Sarandi, Head of ESG Strategy & Development, attended the first week of the COP27 climate talks in Egypt. Here she highlights 10 takeaways and her thoughts around the key issues that were front of mind for those on the ground at the conference.
In this edition of our Global Perspectives podcast series, the Portfolio Construction and Strategy (PCS) Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.” Global Head of PCS Adam Hetts moderates the conversation with two of the team's Senior Portfolio Strategists, Lara Reinhard and Sabrina Geppert.
Hamish Chamberlayne and Aaron Scully on the Global Sustainable Equity Team explain what the Inflation Reduction Act means for sustainability in the US.
John Bennett, Director of European Equities, discusses to what extent his approach to Europe has evolved amid a changing environment.
Recent market consensus has been to de-risk amid a challenging market environment. But is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities? The Portfolio Construction and Strategy Team explain why now might be the time to be brave while others flee.
Forward, long leading economic indicators have morphed our expectations of an economic growth deceleration in H2 2022 into what now looks like a long and deep global recession into mid-2023 at a minimum. The outlook is one of the most ominous in our careers.
Amarachi Seery and Harry Schmidt, Global Sustainable Equity analysts, introduce the team's fourth Annual Sustainability Report.
Market change demands a change in investors’ strategies. David Elms, Head of the Diversified Alternatives team, considers the options that alternatives offer when more traditional diversification strategies end up looking the same.
Portfolio manager Alison Porter discusses the backdrop of the technology sector, which provides reasons why companies may look to prioritise digital transformation to offset rising costs.
John Bennett, Director of European Equities, explains why he believes oil prices will remain higher for longer, and what this means for investors.
Portfolio Manager Andy Acker says the health care sector could now be well positioned to offer both defense against market volatility and opportunities for long-term growth.
While larger companies have been the driver of stronger UK equity returns, portfolio manager Laura Foll believes opportunities can also be found in the smid-cap area.
The primary market for convertible bonds came to a halt in the first half of 2022. Portfolio Manager Natasha Sibley explores the adjusted opportunity-set against a reshaped backdrop.
Richard Brown, Client Portfolio Manager on the European Equities Team led by John Bennett, explains why it is prudent to apply a value lens when investing in the ESG space.
Hamish Chamberlayne, Head of Global Sustainable Equities, and Richard Clode, technology equities portfolio manager, discuss how the tiny graphics chip is playing a huge role within the global digital transformation.
Consumers face a complex environment, from rising interest rates to pent-up demand. Even so, Research Analyst Josh Cummings, who leads the Consumer Sector Research Team, says U.S. households remain resilient while at the same time many companies have taken steps to improve operations and facilitate growth.
All the hallmarks for a recession are baked in the cake but have not washed through the economy yet. Markets will soon be forced to change their focus. (Recorded 25 August 2022)
Technology by nature is an innovative, disruptive and deflationary force, making things faster, cheaper, and more efficient. This means it can offer a solution to inflation, combatting higher input and labour costs given its capability to enable automation and create more efficient products and services. Technology companies also play a key role in sustainability. The major challenges faced by the world today such as climate change, resource constraints and poverty & inequality are all leveraging on innovative new technology for solutions.
What are high yield bonds and why should investors consider them?
Working through illness has become increasingly common, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.