Industrials

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Japan Stewardship Equity Financials Telecom Industrials Quick Take
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Shareholder activism in Japan: How our engagement approach drives value

Equity Portfolio Manager Katsuhiro Iwai introduces the Japan equity investment team's approach to engagement, sharing a number of successful recent case studies.

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By

Katsuhiro Iwai, CFA, CMA

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Quick Take
2024-08-31
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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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By

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 Alternatives
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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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By

Alan Hsu

Tim Casaletto

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Event replay
2024-02-29
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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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Article
2023-07-31
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