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Welcome to Applied philosophy, our view on global equity market model sector allocation.

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Equities, Portfolio Construction

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CBRE

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Thematic / Megatrends, Sustainability, Hedge Funds, Private Markets, Macro, Fixed Income, Equities, Portfolio Construction

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Timely insights from inside Washington.

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Strong US growth and election risks lifted USD; focus shifts to gradual growth and post-election policy impacts.

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Walter Scott

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Many companies in Europe urgently need transformation. Private capital can help, argues Carlo Bosco.

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Muzinich & Co

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Private Markets

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S&P Dow Jones Indices

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Private Markets, Equities

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Morgan Stanley

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Equities

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Aviva Investors

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Sustainability, Equities

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Nuveen

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Fixed Income

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Amundi

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Thematic / Megatrends, Sustainability

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Tommy Sternberg, CFA, partner, a research analyst on our global equity team, says that despite subdued investor appetite in biotech, there are opportunities for companies that demonstrate successfu...

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William Blair

In

Thematic / Megatrends, Equities

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2024 will bring about multiple transitions. Some of the global ...

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Eastspring

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Read S1 Energy Transition LEARN MORE Check our Transition Tracker LEARN MORE

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S&P Global

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Thematic / Megatrends, Sustainability, Commodities

• 7 days ago

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IP Global

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Nuclear energy demand is growing. Here are the top ten nuclear energy companies shaping the future of clean power, along with key investing insights.

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VanEck

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Thematic / Megatrends, Commodities