FLy on the wall

Key (and sometimes surprising) findings from a recent trip to Vietnam.

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.…

We analyze potential consequences of new UK fiscal and monetary policy for UK bonds and the wider economy.

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

Why we view genetic medicines as one of the most exciting developments in the health-care sector today.

As a difficult earnings season approaches, we still see opportunities to seek out long-term structural growth.

We discuss the challenges of accounting for goodwill.

We explore the key investment risks and opportunities associated with the gaming industry.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

We analyze how diverging economies can create opportunities for bond investors with a global mindset.

We explore the effects of the current macroeconomic environment on the IPO market.

Energy security and decarbonization: are they mutually exclusive?

Geopolitical events have heightened the need for robust cybersecurity, potentially creating opportunities as the industry moves toward consolidation.

Why the integration and disclosure of people with disabilities in workplaces displays good values and is economically practical.

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

We outline the key ESG issues related to defense and how we integrate these in our investment approach.

We discuss the evolving state of diversity, human capital management, and disclosure at public companies.

We explain how our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

We share our key learnings from a recent visit to a vertical farm.

A decoupling of US and China technology ecosystems presents opportunities.

The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.

The current macro environment and promising fundamentals in certain sectors bode well for US value stocks.

A perspective on the nature of drawdown as an inevitable element of long-term investing.

Why deglobalization and supply shortages are leading to greater government intervention.

We investigate the trend of deglobalization and explore why some manufacturers are bringing operations back home.

We examine the conditions that have led to increasingly high levels of inflation.

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

With financial markets remaining turbulent, which sectors and asset classes could present opportunities for an unconstrained multi-asset strategy?

We discuss how investors assess and monitor acquisitions.

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

Empirical evidence shows gold may not be a reliable inflation hedge.

Feasting on honey or playing with fire?

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

We assess the need for global consistency and guidelines on sustainable investment.

Conventional wisdom says that traditional stock and bond investments typically perform poorly during inflation episodes.

We assess the possible investment implications of Russia’s invasion of Ukraine.

We discuss three key drivers of sustainable growth in emerging markets and the importance of strong corporate governance.

We assess the geopolitical and economic implications of China’s Winter Olympics, and the country’s priorities for 2022.

The importance of (and challenges with) valuing intangibles.

We assess what the Fed’s latest monetary-policy signaling could mean for bond markets.

How do Russia's latest demands over Ukraine impact future European security?