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Sustainable Investing
ESG in 2021: Closing the Expectations Gap
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Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021, including why a rethink on ratings is necessary to align expectations with reality.
Fixed Income Insights
Positioning for Higher Yields
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With higher government bond yields looking increasingly likely, Head of U.S. Fixed Income Greg Wilensky explains why investors should consider how much interest rate risk they have in their portfolios, and make sure it is appropriate for their needs.
Sustainable Investing
Global Sustainable Equity: News and Opportunities
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Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.
Market Outlooks
What’s Next for U.S. Large-Cap Growth Equities?
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Portfolio Manager Doug Rao explains the current dynamic in large-cap growth equities and evaluates the outlook moving forward.
Market Outlooks
Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth
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Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.
Market Outlooks
Expect Less Volatility in 2021, but Uncertainties Remain
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Co-Head of Equities George Maris discusses the uncertainties investors will need to prepare for in the year ahead, despite his expectation that the extreme levels of volatility we experienced this year will diminish in 2021.