Industrials

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Inflation Volatility Geopolitical Commodities Industrials Quick Take
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Decoding the effects of deglobalization

Nicholas Petrucelli outlines the economic, political, and geopolitical underpinnings of deglobalization. He also demonstrates the impact this trend has today and analyzes the investment implications.

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Nick Petrucelli

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Quick Take
2024-03-31
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night city view
Europe Energy Utilities ActiveViews Volatility Climate Geopolitical Carbon emissions Industrials Event replay
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How to invest amidst a still unfolding energy crisis?

In this ActiveViews webcast, senior climate – and energy – focused professionals explore the still unfolding energy crisis in Europe and the associated challenges and opportunities for investors. 

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Event replay
2024-02-29
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Outlook Inflation Interest rates Commodities Consumer discretionary Energy Industrials Real estate Materials Utilities Americas Innovation Monetary policy Article
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Mid-2022 Inflation Outlook
We explore the current inflation environment's significant impacts on asset markets, anticipated relief in supply-chain pressures, and opportunities in commodities and enduring assets.
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Multiple authors

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Article
2023-07-31
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russia ukraine shift the esg landscape
Russia ESG Energy Geopolitical Information technology Financials Industrials Real estate Consumer staples Article
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How will war in Ukraine shift the ESG landscape?
Russia’s invasion of Ukraine has turned the spotlight on ESG in new ways. Our ESG Research Team highlights how the crisis may shape their analysis.
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By

Carolina San Martin, CFA

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Article
2023-03-31
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