November 01, 2022 Drug Innovation Can Surmount New US Law’s Price Caps: Investing Perspectives on Healthcare Stocks by Edward Bryan, Vinay Thapar Technology and creative research should continue to drive company breakthroughs in medicine and packaging. Equities, Policy & Regulation, Tech & Innovation Likes 0 SHARE Bookmarks
October 25, 2022 Investing in Technology Stocks After the Big Blowout by Lei Qiu Despite the downturn, we think technological innovation is entering a new phase in several areas poised for strong growth. Equities, Tech & Innovation, Volatility Likes 0 SHARE Bookmarks
February 02, 2022 Five Ways Technology Companies Offer Inflation Protection by Dev Chakrabarti, Michael Walker Technology has been considered a long-term deflationary force in the economy. But things are changing. Equities, Inflation, Tech & Innovation Likes 0 SHARE Bookmarks
January 04, 2022 Fixed-Income Outlook 2022: Handle with Care by Scott DiMaggio, Gershon Distenfeld Our Fixed Income Co-Heads survey the market landscape for 2022—and provide strategies for making the most of it. China, Fixed Income, Income, Inflation, Responsible Investing/ESG, Rising Rates, Tech & Innovation Likes 0 SHARE Bookmarks
November 19, 2021 Disrupting Inflation: Innovative Companies Can Light the Way by Lei Qiu Inflation and rising interest rates have prompted many equity investors to reconsider technology and high-growth companies. But this inflationary environment is different, and so are the companies best poised to rise above it. Climate Change, Equities, Inflation, Invest for Growth, Tech & Innovation Likes 0 SHARE Bookmarks
October 25, 2021 Our Vision for the Future by Gershon Distenfeld Clients’ needs and wants are evolving, driving five megatrends in the asset management industry. We’re paving the way. Fixed Income, Invest for Efficient Income, Low-Yield Environment, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
October 04, 2021 Fixed-Income Outlook: Zen and the Art of Bond Investing by Scott DiMaggio, Gershon Distenfeld Bond markets are supposed to be placid. But outsized uncertainty in today’s bond markets is putting investors on edge. We make sense of today’s investing landscape. China, Climate Change, Fixed Income, Income, Inflation, Invest for Efficient Income, Responsible Investing/ESG, Rising Rates, Tech & Innovation, Volatility Likes 0 SHARE Bookmarks
August 16, 2021 Five Questions to Ask Your Muni Bond Manager by Terrance Hults, Matthew Norton, Gavin Romm Today’s complex, fragmented municipal bond market requires managers to ramp up their technology—developing new and innovative ways to build and manage portfolios. To understand whether your muni manager has the right technology, we think it makes sense to ask a few pointed questions. Fixed Income, Invest for Efficient Income, Municipals, Tech & Innovation Likes 0 SHARE Bookmarks
June 30, 2021 What Are Bond Investors Thinking? Their Three Top Concerns by Scott DiMaggio, Gershon Distenfeld We address the three most common investor concerns we’re hearing today—inflation, tapering and climate risk. Plus, a bonus worry (if you’re not thinking about this risk, you should be). Climate Change, Fixed Income, Inflation, Invest for Efficient Income, Responsible Investing/ESG, Rising Rates, Tech & Innovation Likes 0 SHARE Bookmarks
February 08, 2021 The Future of Bond Trading—and Why It Matters by James Switzer, Sasan Doroudian , Erin Bigley The pandemic has accelerated an evolution in bond trading, and it is already making a difference for investors—if bond managers have embraced tech-enabled trading. Coronavirus, Fixed Income, Invest for Efficient Income, Tech & Innovation Likes 0 SHARE Bookmarks
August 24, 2020 Diagnostics: Advancing Effective, Efficient Health Care by Dan Roarty, Edward Bryan Diagnostics—the back-end robotics in the health care system—are helping automate many complex procedures. Diagnostics are not only increasingly aiding the treatment of patients with infectious diseases but accelerating the broader trend toward personalized health care. Equities, Invest for Purpose, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
August 17, 2020 The Acceleration of Electric, Sustainable Mobility by Dan Roarty, David Wheeler With 20% of carbon emissions coming from cars and trucks, the shift from internal combustion engines to electric vehicles is a massive growth opportunity and necessity. Sustainable mobility is rapidly evolving from a niche product to a mainstream disrupter of transport—on the ground and potentially in the air. Equities, Invest for Purpose, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
August 12, 2020 Fintech: The Rapid Rise of Cashless Commerce by Dan Roarty, William Johnston Cash may still be king, but cashless commerce is rapidly becoming the new king. This cashless revolution is already generating transaction growth of 24% per year over the last 3 years, and 2020’s COVID-19 concerns will likely increase the use and benefits of cashless commerce. Equities, Invest for Purpose, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks