In this episode of The Active Share, Hugo speaks with Gary about what gave rise to the old orders, and what may be coming next.
The events of the past year have accelerated the transformation of energy infrastructure and the digitization of the workplace. Olga and Hugo look back and ahead to consider the investment opportunities beyond the headlines.
In this video with Institutional Investor, William Blair’s Ken McAtamney discusses how growth investors are always looking toward the future, utilizing a curious mindset and disciplined research process to discover the next potential industry innovators.
The COVID-19 pandemic has had unprecedented implications for the healthcare sector—but with challenges have come changes, including the adoption of innovative new technology that is improving the standard of care and creating investment opportunities for active managers.
Like a polar bear in a snowstorm, investment opportunities will likely be hidden, but we believe our active approach will help us identify them.
Olga and Hugo explain why the Great Resignation is the wrong story to describe what’s happening in the U.S. labor market. Job turnover is a welcome sign for the economy, and wage increases for low-income workers can boost economic growth.
As we entered 2022, many emerging markets were already hurting. Let's take a deeper dive into how we're looking at emerging markets in light of higher commodity prices, rising rates, and the war in Ukraine.
For active managers, emerging markets may provide an opportunity to weather recent market volatility and potentially generate alpha. But emerging markets are not homogeneous, and pinpointing the reason for dispersion is critical to finding opportunities.
Listen to International Leaders Portfolio Manager, Alain Anderson discuss how portfolios may be handicapped without international exposure.
Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation.
The changes we’ve seen over the past 15 years have been unprecedented. So, we’ve shifted from thinking the future might look similar to the past to thinking it might look quite different. Here’s what we think it means for our investment outlook.
Much like the heat from radioactive processes inside the Earth causes tectonic plates to move—sometimes in one direction and sometimes in another—the dynamic shifting of corporate winners and losers remains a constant.