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Japan Stewardship Equity Financials Telecom Industrials Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Shareholder activism in Japan: How our engagement approach drives value

Equity Portfolio Manager Katsuhiro Iwai introduces the Japan equity investment team's approach to engagement, sharing a number of successful recent case studies.

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By

Katsuhiro Iwai, CFA, CMA

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Quick Take
2024-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Inflation Volatility Geopolitical Commodities Industrials Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Decoding the effects of deglobalization

Nicholas Petrucelli outlines the economic, political, and geopolitical underpinnings of deglobalization. He also demonstrates the impact this trend has today and analyzes the investment implications.

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By

Nick Petrucelli

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Quick Take
2024-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
night city view
Europe Energy Utilities ActiveViews Volatility Climate Geopolitical Carbon emissions Industrials Event replay Alternatives
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How to invest amidst a still unfolding energy crisis?

In this ActiveViews webcast, senior climate – and energy – focused professionals explore the still unfolding energy crisis in Europe and the associated challenges and opportunities for investors. 

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By

Alan Hsu

Tim Casaletto

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Event replay
2024-02-29
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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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.
russia ukraine shift the esg landscape
Russia ESG Energy Geopolitical Information technology Financials Industrials Real estate Consumer staples Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
How will war in Ukraine shift the ESG landscape?
Russia’s invasion of Ukraine has turned the spotlight on ESG in new ways. Our ESG Research Team highlights how the crisis may shape their analysis.
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By

Carolina San Martin, CFA

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Article
2023-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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