Thematic exposure

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Thematic exposure Digital transformation Financials Emerging markets Equity Article
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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Multiple authors

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Article
2023-09-30
Thematic exposure Equity Active management Article
Wanted: A better definition of thematic investing
Multi-Asset Portfolio Manager Brian Garvey and colleague Manny Hunjan believe the prevailing definition of thematic investing is overly narrow and offer a potential solution.
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By

Brian Garvey

Manny Hunjan

event
Article
2023-09-20
Outlook 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

event
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 Outlook 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

event
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

event
Article
2022-06-30
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