Kenneth Goh
In the Transition to Zero Carbon, the Resources Sector Is a Natural Fit
Natural resources companies will play a key role in the transition to a low-carbon economy.
Sustainable Investing: The Defining Decades
A look at the developments that have shaped sustainable investing and the world we live in today.
Understanding the impact of delta
In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.
ISG Insight: Thriving in the bond market
Recent months have seen macro and microeconomic fundamentals broadly improve and corporate bond markets are priced for this to continue. We dedicated an ISG meeting to consider what could go wrong and how fixed income markets might respond.
Global Sustainable Equity: news and opportunities (July 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
Great expectations in inflation
Inflation is front of mind for investors. In this paper, portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.
Beating the biotech blues
The biotech sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.
Understanding the impact of delta
In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.
The right side of disruption
Download our newest whitepaper to learn more about the trends reshaping the world economy, the potential impact on future earnings growth, and how our portfolio managers think about investing amid disruption.