Viewpoints about International Equities
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Thematic investing acceleration in 2021
As 2021 gets underway, U.S. policy proposals may gradually reshape the investment landscape. We explore potential scenarios for transformational change, as well as some enduring trends that may accelerate in the year ahead.
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Strengths and weaknesses across emerging markets: COVID-19’s uneven impact
The coronavirus pandemic is hitting some emerging-market economies harder than others. Join an EM equity specialist for a (virtual) global tour.
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Coronavirus outbreak: the impact on emerging-market equities
Across emerging-market equities, the impact from the coronavirus outbreak is likely to be far-reaching, but hardly uniform. We explore risks as well as potential opportunities.
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Will the uptick in global economic growth be sustained?
Global economic growth has accelerated for the first time in 24 months. What are the implications for equity investors? Gain insight from Wellington Management's John A. Boselli, CFA.
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An eco-efficiency framework: addressing climate risk in measurable ways
Eco-efficiency can move a company’s sustainability practices forward—sometimes with significant results. But how? A five-point framework by Boston Common Asset Management breaks it down.
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Why quality stocks are key in today's late-cycle economy
Stocks with quality characteristics could become more attractive in today’s late-cycle economy. Learn how a veteran investor is navigating an increasingly challenging global equity market.
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SmartCity: investing in our urban future
Smart cities are adapting to growing populations and the expanding need for sustainability. Learn about Pictet Asset Management’s smart city thematic equity investing strategy.
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What is thematic investing?
Thematic investing focuses on the economic, social, technological, and environmental transformations that affect how we live, how society operates, and how business gets done.
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Another catalyst for China’s stock market: a higher profile in global indexes
An index provider is quadrupling the weighting of Chinese domestic stocks in its global indexes. We look at the implications for global markets, for Chinese stocks, and for investors.
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Trump, tech, and trade
Corporate earnings could be at risk if the Trump administration decouples the U.S. supply chain from China as the countries compete for economic leadership.
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