May 16, 2022 Defensive Equities: Finding Stability in an Unhinged World by Kent Hargis, Sammy Suzuki As a storm of volatility continues to rage in equity markets, here are some strategies that can help investors reduce risk and stay invested through the turbulence. Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
May 12, 2022 How the Financial Industry Can Help Stop Modern Slavery by Saskia Kort-Chick, Hope Sherwin Modern slavery is a lucrative business that can’t exist without the financial system. Yet the financial industry is largely ignorant of the problem. Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
May 10, 2022 Investing for Growth in a Decelerating World Economy by Dev Chakrabarti, James T. Tierney, Jr. In a tougher economic environment, investors in growth stocks must identify companies with the right features to overcome headwinds to earnings. Equities, Inflation, Volatility Likes 0 SHARE Bookmarks
May 04, 2022 An Investor’s Guide to Evolving Supply Chains by Erik Turenchalk, James MacGregor How can investors identify companies that can adapt their processes to compete in a less globalized world? Equities, Invasion of Ukraine Likes 0 SHARE Bookmarks
April 28, 2022 ESG Ratings: Solution or Starting Point? by Michelle Dunstan Third-party ratings don’t tell the whole story of how ESG issues affect return potential—or how companies may improve their ESG performance in future. Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
April 08, 2022 How Synthetic Biology Can Help Fix the Supply Chain Crisis by Edward Bryan Can solutions to supply chain disruptions be found in a fermentation tank? The crisis could accelerate the adoption of synthetic biology to ensure sustainable supply of many products. Equities, Invasion of Ukraine, Responsible Investing/ESG Likes 0 SHARE Bookmarks
April 04, 2022 Equity Outlook: War Intensifies Inflation Test for Investors by Chris Hogbin While the conflict has created many uncertainties, the impact of persistent inflation will be the dominant influence for equity investors through 2022 and beyond. Equities, Inflation, Invasion of Ukraine, Volatility Likes 0 SHARE Bookmarks
March 30, 2022 Can the World Live Without Russian Oil? by Jeremy Taylor, Luke Pryor Expanding and enforcing an oil embargo will have wide-ranging consequences—on all sides. Economics, Equities, Invasion of Ukraine Likes 0 SHARE Bookmarks
March 28, 2022 ESG Angles: The Case for Energy and Defense Stocks by Kurt Feuerman, Anthony Nappo As attitudes shift on ESG issues, investors should look for responsible companies that can contribute to the West’s quest for energy independence and military deterrence. Equities, Invasion of Ukraine, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 22, 2022 Looking Beneath the Turmoil in European Equity Markets by Tawhid Ali, Andrew Birse A closer look at sector and industry performance in European stock markets can help guide investors through these uncertain times. Equities, Inflation, Invasion of Ukraine, Volatility Likes 0 SHARE Bookmarks
March 15, 2022 SFDR Unpacked: What to Look for in Article 8 and 9 Portfolios by Michelle Dunstan, Amelia Sexton There are no shortcuts to creating ESG-focused portfolios that comply with regulation and investor expectations. Equities, Fixed Income, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 11, 2022 The Long View: Russia-Ukraine War Has Lasting Implications for Investing by Chris Hogbin, Scott DiMaggio, Gershon Distenfeld Russia’s invasion of Ukraine has shaken up broad issues that shape our analysis of asset classes and securities. Here’s what our investment teams are beginning to assess. Emerging Markets, Equities, Fixed Income, Invasion of Ukraine, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 02, 2022 Investors Go Salmon Fishing with Climate Scientists by Sara Rosner The intersection of climate science and investment discipline can uncover new climate-change insights that can ultimately drive better investment decisions. Climate Change, Equities, Fixed Income, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks