Consider how global mega forces are impacting portfolios
The evolution and future of softwareInvesting Insights from the Sustainable Equity Team
Our CT UK Social Bond Fund 2025 Annual Social Performance Report, independently produced by The Big Issue Group, shows how UK social bonds can support affordable housing, clean energy, vital infras...
Key Takeaways Headline risks are overstated: recent bankruptcies were driven by non-core lending and fraud—not systemic weakness in private credit The real risk is manager-specific: concentration...
In a volatile period, we believe emerging markets’ stronger fundamentals will shine through the noise. Conflict in the Middle East—and the resulting energy shock—has raised concerns for emerging ma...
Manulife's investment-led Al tools cut research time, deepen fundamental analysis, and improve real-time responsiveness—while keeping investment decisions with professionals under strong governance...
Martin Leinweber, CFA, Head of Digital Asset Research & Strategy
A Better Vantage video discusses how AI may shape markets over time, including the “great rotation” from builders to adopters and the potential for market volatility.
Fears of an inflation spike bolster the case for adding equity income exposure to allocations. Conflict in the Middle East has raised the specter of inflation again. As the energy price shock thre...
In this Economics Weekly Richard de Chazal explores the three major thematic events from the past quarter and contemplates where we go from here.
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