Unique Perspectives

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Asia Tech: Building the technology for everything, everywhere, all at once

Yash Patodia articulates the investment opportunities within generative AI and mixed reality - two themes that are supercharging the tech industry. He outlines how Asia is the bedrock of the innovation and where he believes the world’s future growth will be.

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2024-07-31
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Will emerging Asia leapfrog the energy transition?

Decarbonizing while maintaining economic growth presents tremendous challenges for developing countries in Asia. Is technological innovation the solution?

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2024-05-31
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Private biotech market: Innovation, valuations, and capital efficiency

Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.

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2024-03-31
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The value in valuing employees

Companies able to adapt and respond to challenges in the labor market will find themselves well positioned for the future, say Equity Portfolio Managers Yolanda Courtines and Mark Mandel.

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2024-03-31
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Navigating the opportunities and challenges of the energy transition

Two of our climate- and energy-focused investment professionals discuss what the low-carbon transition may look like and how investors can think about the challenges and opportunities it represents.

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2024-03-31
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The allocator’s perspective: three key decisions on EM equities

How can investors best access opportunities within an improving outlook for emerging market equities? Natasha Brook-Walters, co-head of iStrat, shares three key decision points for allocators.

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2024-03-31
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Assessing the impact of climate resilience

Oyin Oduya and Louisa Boltz discuss the case for impact solutions focused on climate adaptation and share high-level guidelines to help overcome the associated measurement challenge.

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2024-02-29
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Impact measurement and management practices

What constitutes an impact investment? How is impact measured? And, what are the benefits of impact investing? Our Impact Management and Measurement Practice Leader Oyin Oduya discusses our approach. 

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2024-02-28
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Why investing in themes for EM equities may reap rewards

Portfolio Manager Dáire Dunne outlines why he is increasingly optimistic about the potential opportunities within select EM equity themes this year.

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2024-02-29
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China internet: Identifying opportunities amid economic reopening 

China’s re-opening and economic recovery from its zero-COVID policy has bolstered our optimism in Chinese internet companies.

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2023-12-31
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Harnessing the power of engagement in stewardship investing

Equity Portfolio Manager Yolanda Courtines explores why company engagement is a key component of successful stewardship investing.

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2023-12-31
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How to find potential in volatile European high-yield markets?

Fixed Income Portfolio Manager Konstantin Leidman discusses why European high-yield investors need to be ready for both further volatility and the emergence of new opportunities.  

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2023-12-31
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The pivotal role of stewardship in creating lasting value
Yolanda Courtines and Alex Davis share two case studies that highlight the pivotal role of stewardship in creating lasting value.
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2023-10-31
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Thematic investing focus: The accelerating drive for financial inclusion
The global effort to expand access to financial services is getting a boost thanks to the digitalization trend and the growing consumer acceptance of technology, creating a range of investment opportunities.
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2023-09-30
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The power of capital to drive change
Jean Hynes highlights the power that science and innovation — backed by research and capital — have to solve some of the world's most pressing issues.
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2023-10-31
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Germany: Reducing Russian energy dependence in a hurry
Macro Strategist Juhi Dhawan sees Germany continuing to embrace the transition to renewables while also working to diversify its sources of fossil fuels.
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2022-12-30
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No more Mr. Nice Guy? Fed Chair Powell talks tough on inflation

Fixed Income Portfolio Manager Brij Khurana offers his latest thoughts on Fed policy following the central bank's recent Jackson Hole meeting.

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2023-09-30
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The growing power of impact investing

Impact Measurement and Management Practice Leader Oyin Oduya appears on the WellSaid podcast series to discuss the future of impact investing, her research approach, and how her team thinks about generating market-rate returns alongside positive social and environmental outcomes.

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2023-05-31
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