Sustainability

Sustainable and transition content for responsible investors

Medical Technology Stocks: Innovation Endures as Valuations Reset
  • 19 hours ago

How can medical technology companies diversify an equity allocation to healthcare?  Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace...

Embracing China’s agentic AI era
  • 19 hours ago

China’s AI landscape is entering a new phase marked by a rapid transition from chat-only AI to autonomous and productive “Agentic AI”—systems capable of executing multi step tasks autonomously.

AI agents: why 2025 rewrote the AI timeline
  • 19 hours ago

The step change that means AI will have a larger impact on the economy much sooner than expected.

The case for ReturnPlus: A capital efficient enhanced liquidity strategy
  • 30 Apr 2026

The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explains why investors should consider an allocation...

Investment stewardship
  • 30 Apr 2026

The world is fast-changing. Discover how we keep up with our forward-looking investment approach used to deliver long-term sustainable financial return.

Internal succession planning: 5 key steps
  • 30 Apr 2026

Many retiring financial advisors plan to pass the baton to an internal successor. Learn best practices to develop talent and execute a seamless transition.

Charting a Distinct Course to Asia’s Awakening Equity Markets
  • 30 Apr 2026

Asian equities offer hidden value in dynamic companies across fast-growing economies. Global investors are rediscovering Asia ex Japan (AxJ) equities. Yet, the region’s constituents move to differ...

Is the world on track for a more sustainable future?
  • 30 Apr 2026

Understanding sustainability trends and the interactions between people and planet is fundamental to identifying future investment opportunities.

A Guide to Segmenting Cash for Liquidity and Return Goals
  • 30 Apr 2026

Not all cash serves the same purpose. In this guide, Jeff Weaver explains how segmenting cash by time horizon and risk tolerance may improve liquidity management and enhance long‑term returns.