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Showing of 5 Insights Posts
Global convertibles: Poised to benefit from five structural tailwinds
Fixed Income Portfolio Manager Michael Barry and Investment Specialist Raina Dunkelberger believe global convertible bonds are likely to outperform other fixed income sectors over an investment time horizon of approximately two to three years. Learn why.
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Quick take
2022-07-31
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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Article
2023-03-31
Consumer tech: Buy the dip or bide your time?
We explore the potential opportunities offered by the recent sell-off in the consumer tech sector, highlighting areas like gaming, online dating, and more.
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QUICK TAKE
2022-08-31
Step into the metaverse
The metaverse is dominating tech headlines. Here, we explore the hardware infrastructure upgrades required to make this innovation possible and highlight the opportunities this creates for the Asia tech sector.
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The hidden growth story in Japan tech
Learn why the hidden growth story within Japanese tech is one of our highest conviction themes, especially in the wake of the COVID-19 crisis.
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Article
2022-03-31