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Explore topics of long-term importance that shape our perspectives
The evolution of the industry will likely see phone and videoconferencing systems converging onto a single platform.
09 Nov, 2020 ∙ 6 Mins Read
Investment Strategies Technology
Tech adoption in healthcare is expected to continue to grow, enabling enhanced data collection, better patient experiences, and lower costs.
29 Oct, 2020 ∙ 6 Mins Read
Investment Strategies Technology
COVID-19 has shaped many lessons about the impact of globalisation on the biopharma supply chain and the extent of interdependencies.The Future of Biopharma Supply Chains
22 Oct, 2020 ∙ 6 Mins Read
Investment Strategies Macro Outlook Sustainability
We need to embrace key changes, deduce their implications and adapt our approach.
16 Oct, 2020 ∙ 5 Mins Read
Climate change is fundamentally a risk management issue.
27 Sep, 2020 ∙ 6 Mins Read
Climate change affects investments via two channels: financial materiality and investor flows.
22 Sep, 2020 ∙ 7 Mins Read
Investment Strategies Portfolio Construction
Earning alpha requires having comparative advantages in areas including investment philosophy, approach, and resource allocation.
28 Aug, 2020 ∙ 10 Mins Read
A new systematic approach to scenario analysis enables investors to consider their sequential impacts on portfolio risk and performance.
25 Aug, 2020 ∙ 3 Mins Read
By integrating sustainability factors into our processes, we build resilience and diversification for better long-term returns.
21 Aug, 2020 ∙ 13 Mins Read
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