Thematic exposure

Showing of 3 Insights Posts
Mid-2022 Asset Allocation & Investment Strategy Outlook
We explore the market implications of central bank policies, rising prices, and slowing growth and offer incremental steps to improving a portfolio’s return potential.
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2023-07-31
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Article
2023-01-27
A theme is not an index
We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.
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Article
2022-06-30