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In this event replay from Top 1000 Funds Sustainability in Practice forum, Director of Climate Research Chris Goolgasian joins Woodwell Climate Scientist Zach Zobel to assess the socioeconomic risks associated with climate change, and highlight how investors may use climate science insights as an input for financial decision-making.
Corporate governance: still a key driver for Japanese equities
Macro Strategist Nicolas Wylenzek and ESG Analyst Calista Lee explore how ongoing corporate governance remains a key driver of Japanese equities and set out key implications for investors.
Preparing for a shift in US exceptionalism
Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek explore the evolving nature of US exceptionalism in their 2026 midyear equity outlook.
No rerun of the 2022 rates scenario but flexibility is key
Fixed Income Portfolio Manager Martin Harvey and Investment Director Marco Giordano share their outlook for rates (government bonds) for the second half of the year.
Approach AI with an open mind
Our experts profile how accelerating AI, infrastructure demand, software disruption, and labor impacts may reshape risks and opportunities across global markets.
Time to diversify your diversifiers with hedge funds?
Christopher Perret highlights potential benefits of adding uncorrelated strategies, such as hedge funds, to portfolios to navigate turbulent markets.
Flexibility with focus: how to position fixed income for volatility
Portfolio Manager Martin Harvey and Investment Director Marco Giordano explore how a focused use of flexibility can help position fixed income portfolios for volatility.
Time to get active? 5 equity investment ideas for 2025
As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.
What do declining European earnings mean for ECB policy?
European companies have been unexpectedly resilient over the last couple of years. However, the outlook for European earnings could be more challenging than headline numbers suggest. What could this mean for investors?
Ask the fund manager: investing in global small caps
What's the outlook for small caps and why might it pay to take a global perspective?
Designing an executive compensation program: Five best practices for private companies
Our Value Creation Team highlights best practices for creating effective executive compensation programs for private companies approaching IPO.
The investment implications of Europe’s ageing workforce
What are the investment implications of Europe’s ageing workforce? Macro Strategist Nicolas Wylenzek explores the drivers of this accelerating demographic shift, Europe’s likely response and the opportunities it creates for investors.
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