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Thematic exposure Equity Disruption Brand Active management Sustainability Article
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A theme is not an index

Portfolio Manager Dáire Dunne and Investment Director Andrew Sharp-Paul discuss the case for active thematic investing and highlight the importance of avoiding so-called "theme-washing."

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Dáire Dunne
Dáire Dunne, CFA
Andrew Sharp-Paul
Andrew Sharp-Paul
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Article
2023-12-31
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china economy poised to exceed expectations in 2023
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China Economic cycle Macro and market Brand Outlook No Optimizely COVID Geopolitics Inflation Fiscal policy Real estate Article
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China’s economy: Poised to exceed expectations in 2023

With the bar set so low for China's economy, Macro Strategist Santiago Millan thinks it won't take much for an upside surprise in 2023. 

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Santiago Millán
Santiago Millán, CFA
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2023-12-31
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Fixed income Portfolio construction Macro and market Asia advised retail Article Brand Credit
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The three hallmarks of an unconstrained bond fund

Portfolio Managers Brij Khurana and Brian Garvey and Investment Director Brian Doherty highlight three key characteristics that they believe every unconstrained bond strategy should incorporate.

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Article
2023-12-31
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