Leading endowments’ emerging markets equity allocations are significantly overweight compared to other investor types. Suny Park, Chief Institutional Client Strategist, compares allocations and regional valuations, and encourages return-seeking investors to revisit their emerging markets equity allocations.
Hamish Chamberlayne, Portfolio Manager of the Global Sustainable Equity Strategy, discusses how these interlinked themes are penetrating every sector of the economy.
Andy Acker, Ethan Lovell and Rich Carney of the Global Life Sciences Team discuss key trends for investors to consider as the drug pricing debate heats up.
Hamish Chamberlayne, Portfolio Manager for the Global Sustainable Equity Strategy, discusses the momentum in clean tech.
Our experts discuss the questions investors should be asking as global life expectancy continues to rise.
Portfolio Manager Brad Slingerlend shares why when it comes to technology, savvy investors appreciate that AI means more than just artificial intelligence.
Portfolio Managers Brad Slingerlend and Denny Fish explain how strong fundamentals should help tech sector leaders withstand bouts of volatility.
Portfolio Manager Doug Rao shares why he believes semiconductor content in autos may grow at a double-digit rate over the next decade.
U.S. regulators want to lower drug costs. Ethan Lovell, Rich Carney and Ryan Smith of the Global Life Sciences strategy explain what that means for health care.
Members of our Global Technology Team discuss the rapid progress Chinese companies are making in ascending the ranks of global innovators.
See how Portfolio Manager Andy Acker and Research Analyst Dan Lyons analyze biotechnology companies on the forefront of cancer research.
Research Analyst Barrington Pitt Miller discusses his favorable view of global banks, but points to potential risks emanating from short-term funding markets.
Watch why our technology Portfolio Managers see events such as the launch of Overwatch League as vital to determine potential impacts of new initiatives on companies and industries.