Joy Perry
Investment Director
Boston

Insights By Joy Perry

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Mid Year Outlook Designs
Outlook Commodities Market commentary Inflation Article
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Commodities: Top ideas and evolving opportunities

To help clients plan for the coming year, our commodities experts share their top near-term, medium-term, and long-term investment ideas.

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Multiple authors

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Article
2024-11-30
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Sustainability Impact Climate Impact investing Article
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How can impact investing help address the water scarcity challenge?

In acknowledgement of World Water Day, Louise Kooy-Henckel, Joy Perry and Paul Skinner highlight impact investing can help to address the world's water and sanitation crises.

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By

Joy Perry

Paul Skinner

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Article
2024-03-31
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2023 Global Economic Outlook
Commodities Energy Macro and market Outlook No Optimizely Inflation Article
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Commodities outlook: Near-term uncertainties; long-term opportunities

Members of our Commodities Team describe the micro and macro, cyclical and structural tensions that we expect to drive the asset class in 2023.

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By

David Chang, CFA

Joy Perry

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Article
2023-12-31
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Emerging markets Digital transformation Impact India Impact investing Sustainability Sustainable investing Equity Fintech Consumer discretionary Health care Energy Article
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Local perspectives matter: Grassroots research in emerging markets
During a recent research trip across India, our impact investing team witnessed the rapid pace of change and growth mindset that are expanding the impact opportunity set.
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By

Joy Perry

Philip Brooks, CFA

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Article
2023-07-31
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Sustainability ESG Sustainable investing Impact Climate Net zero Stewardship Carbon emissions Sustainability policies Business practices Article
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Mid-2022 ESG & Sustainability Outlook
Our Mid-2022 Sustainability Outlook provides an update on our sustainability efforts, expansion of research into the economic impacts of climate change, ESG integration and stewardship, and impact platform.
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Multiple authors

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Article
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Sustainability Digital transformation Impact Climate Equity Fixed income Impact investing Health care Quick Take
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Impact investing: Increasing needs, broadening opportunities
Members of our impact investing team, offer a brief update on our impact platform, which continues to evolve amid an expanding opportunity set in developed and emerging market equities and fixed income.
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By

Joy Perry

Meredith Joly

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Quick Take
2022-12-31
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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

event
Article
2023-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
underwaters and a man
Climate Carbon emissions Article Macro and market Net zero Sustainable investing
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How a diversified approach to climate return opportunities can support decarbonisation goals
Joy Perry and Ken Baumgartner explore how a diversified approach to climate return opportunities can support decarbonisation goals.
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By

Joy Perry

Ken Baumgartner, CFA

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Article
2022-09-30
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