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Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
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Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
Macroeconomic & Geopolitical
Analyzing ESG Factors for Risk and Opportunity
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Portfolio Managers Brian Demain and Cody Wheaton explain that environmental, social and governance (ESG) factors have become a significant risk/opportunity consideration for both companies and investors.
Macroeconomic & Geopolitical
Japan Equities Outlook: What Can Tuna Auctions Tell Us About Future Market Trends?
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Junichi Inoue, Head of Japanese Equities, discusses why the Japanese stock market performed well last year despite its cyclicality and shares his outlook for a recovery in 2021.