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We explore the long-term investment trends associated with global aging through the story of Fang, a fictional Chinese retiree living in 2050.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
FUTURE THEMES | SOCIETY
The future of retirement: Aging in 2050 ,
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We outline our definition of innovation and answer questions about our views on the breadth and depth of the innovation opportunity, how we identify and compare disruptive companies across industries, and the importance of robust research capabilities — including a private-equity mindset and strong ESG expertise.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Investing in innovation: Disruption is everywhere
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As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires, and water scarcity.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Adapting to climate change: Investing in the resiliency imperative
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As China's bond market continues to grow in size and liquidity, we consider the potential role the country's government bonds can play in diversifying a broader sovereign portfolio, improving yields, and offsetting equity risk.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Chinese government bonds: How do they measure up in a multi-asset framework?
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A monthly update on equity, fixed income, currency, and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Monthly Market Snapshot: July 2021
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Through the story of Aisha, a hypothetical future teenager in India, we explore how technological disruption will transform how young people prepare for work through education, their forms of entertainment, and how they develop new relationships.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
FUTURE THEMES | SOCIETY
The future of youth: Education, entertainment, and relationships transformed ,
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We profile three key areas in the future of factory automation – collaborative robotics, the industrial software revolution, and the economic and social implications of automation – and explore the investment opportunities this innovation creates.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
FUTURE THEMES | SCIENCE
Robots won’t take our jobs (and other reasons to be excited about factory automation) ,
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An approach targeting underappreciated or misunderstood assets may be particularly suited to Asia market dynamics and to the current potentially reflationary environment.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Asia equity investing: The contrarian advantage
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Portfolio Manager Matt Lipton explains why some financial companies are finally catching up with other sectors that have long benefited from structural change driven by technological innovation — and why some incumbents will be left behind.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
The coming wave of disruption in financial services
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US Macro Strategist Juhi Dhawan discusses six key themes in the US infrastructure proposals, from shovel-ready projects to modernization of the power grid, and considers the broad economic impact and potential for unintended consequences.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
A revival in US investment spending: Implications of the Biden infrastructure plan
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As you look ahead to the second half of 2021, thought leaders from across our investment platform share their views on pressing questions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Mid-2021 Investment Outlook
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We highlight progress on key sustainability initiatives: interim targets for our net-zero commitment, inclusion of location data in climate disclosures, and expanding our compliance with SFDR.
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August 2021
Update on key sustainability initiatives
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We offer an update and mid-year outlook on key climate- and sustainability-related initiatives at the firm. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
ESG Research Update —
Update on key sustainability initiatives (Q2 2021)
Update on key sustainability initiatives (Q2 2021)
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We explore how automation will reshape the future of the enterprise through three transformative themes with significant investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
FUTURE THEMES | SCIENCE
Enterprise automation: Three transformative themes ,
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Insurance Strategist Max Davies, Investment Director Will Lee, and Investment Specialist Ethan Sales look at the potential benefits of REITs for global insurers, plus why now may be an opportune time to consider this often unsung asset class.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Why global insurers should take a closer look at REITs
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