Tal Lomnitzer, portfolio manager in the Global Natural Resources Team, discusses why ESG reporting is necessary and that culture is crucial and not to be neglected.
Where the ESG rubber meets the road
Sustainability and digitalisation: speeding the transition to a low carbon world
Hamish Chamberlayne, Head of SRI, explores the advancements made in the digital space and how this is closely linked with a sustainable future.
Accelerating and emerging trends within U.S. equities
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss accelerating and emerging secular themes amid the COVID-19 crisis and which companies stand to benefit.
Making sense of equities in 2020
George Maris, Co-Head of Equities – Americas, recaps equity market volatility in 2020 and what investors should consider as the outlook for the global economy remains unclear.
Investing in health care post COVID-19
Health care’s aggressive efforts to address COVID-19 could have a positive impact on the sector long term, says Portfolio Manager Andy Acker.
What Will It Take to Reopen the Global Economy?
In this latest installment of our video series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’s fatality rate and the latest news in vaccine development.
COVID-19: Understanding the Science & Investment Implications (Part V)
In the latest installment of our series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas discusses how efforts to develop treatments and vaccines have accelerated innovation in health care. He also provides insight on the potential impact of certain states reopening their economies and what the timeline to develop an effective vaccine could look like.
COVID-19: Understanding the Science & Investment Implications (Part IV)
The search for an effective COVID-19 treatment is gaining momentum, with public and private entities partnering to speed the process. In this fourth installment on the scientific and investment implications of COVID-19, Portfolio Manager and Research Analyst Dan Lyons explains the latest drug developments, as well as whether the U.S. can meet aggressive testing goals to reopen the economy.
COVID-19: Understanding the Science & Investment Implications (Part III)
In the third installment of our series on the scientific and investment implications of COVID-19, Health Care Analyst Rich Carney discusses how the health care system has responded to the crisis, how federal and private funding has factored into that response, and why certain emerging trends in the sector, such as telemedicine, will likely accelerate post-pandemic.
For Financial Professionals, Energy – Not Time – Is the Most Important Asset
Why having adequate energy – both physically and mentally – is critical to putting our best selves forward for clients, particularly in challenging times.