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Outlook Equity Volatility Growth Cash-driven investing Asian Opportunities Emerging Market Development China Focus Equity Asia Technology Global Innovation Global Stewards EM equity Mid-cap Small cap Large cap Thematic solutions Market commentary Tactical allocation Active management Article
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Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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Article
2025-06-30
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Mid Year Outlook Designs
Outlook Sustainability Volatility Climate Strategy Emerging Market Development Global Impact Global Impact Bond Global Stewards Global Impact Bond Multi-asset Sustainable investing
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The growing importance of supply chain transparency

Head of Sustainable Investment Wendy Cromwell explains why supply chains remain a key investment risk and details related research areas for our SI team in 2024.

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Wendy Cromwell, CFA

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2024-12-31
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Sustainability policies ESG Climate Climate Market Neutral Climate Strategy Emerging Market Development Global Impact Global Impact Bond Global Stewards Sustainable investing Quick Take
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Financial materiality: The cornerstone of the ISSB’s global baseline for sustainability disclosure

The new standards may help provide market participants with data necessary to price sustainability-related risks and opportunities, which can feed directly into the assessment of enterprise value.

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Wendy Cromwell, CFA

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Quick Take
2024-06-30
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Sustainability Stewardship Equity ESG Climate Active management Global Stewards Distribution Article Sustainable investing Unique Perspectives
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Harnessing the power of engagement in stewardship investing

Equity Portfolio Manager Yolanda Courtines explores why company engagement is a key component of successful stewardship investing.

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By

Yolanda Courtines, CFA

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Article
2023-12-31
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