Thematic exposure

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Outlooks Asset allocation Multi-asset Equity Fixed income Commodities Thematic exposure Inflation Article
Mid-2022 Asset Allocation & Investment Strategy Outlook
We explore the market implications of central bank policies, rising prices, and slowing growth and offer incremental steps to improving a portfolio’s return potential.
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Multiple authors

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Article
2023-07-31
Asset allocation Thematic exposure Equity Quick Take
Stepping-stone investment ideas: A bridge over troubled waters?
Multi-Asset Strategist Adam Berger offers incremental investment ideas that may help asset owners improve a portfolio's return potential.
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By

Adam Berger, CFA

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Quick Take
2022-10-31
Health care Thematic exposure Macro and market Energy Utilities Factors Outlooks EM equity ESG Disruption
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Multiple authors

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Article
2023-01-27
Equity Article Fundamental equity Global Industry Research Active management Sustainability Thematic exposure
A theme is not an index
We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.
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By

Andrew Sharp-Paul

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Article
2022-06-30
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