Viewpoints

Markets have been on the move since the US presidential election. However, we think lower funding costs thanks to tightening spreads and the prospect of returning flows are proving supportive of EM debt. But there will be winners and losers in the new regime…

Former investigative journalists tap into non-traditional sources to gather unique insights for our Quality Growth research team. This article highlights three case studies that led a portfolio manager to increase a position, sell a stock, and revisit the viability of a previous holding.

The mining industry is entering a green supercycle, driven by demand for metals and minerals needed for decarbonization. Despite increased competition and deeper mining, technological advancements are boosting productivity and reducing emissions. This presents compelling long-term investment opportunities in this evolving industry.

The forces driving today’s markets are making it especially hard for investors to find the right balance. How can investors tap into the burgeoning power of AI without taking too much risk? Learn how our Quality Growth team manages risk while maintaining a healthy equilibrium.

How do you manage the impact of market volatility driven by election outcomes? Matthew Benkendorf, CIO of our Quality Growth Boutique, shares ways to help mitigate risks and stay focused on business fundamentals that point to enduring quality.

A cleaner, more resource-efficient path to the future is clear. What's less discussed is the massive growth opportunity this presents for investors seeking to diversify their global equity portfolios. This article encourages global equity investors to rethink the role of environmental impact strategies in their portfolios.

Investors have been chasing their favorite AI names around the track, without considering how they could sustain their earnings growth for a prolonged period or through a recession. As long-term investors, we aim to remain focused on resilient companies with durable business models, which we believe will finish the race.

Navigating challenging markets requires assessing earnings and revenue trends and digging into balance sheets. But financial metrics alone can be backward looking. A fundamental understanding of industries, companies, and markets can provide important insights that can help avoid hidden risks and identify overlooked growth drivers.

By the end of this historical election year, nearly half of the world’s population is expected to have gone to the polls to vote for their respective leaders. In the world’s biggest economy, the race has yet to be decided. What might a second Donald Trump term mean for net zero if he were to be re-elected?