In this episode, Senior Investment Manager Tal Lomnitzer and Chief Responsibility Officer Michelle Dunstan explore the critical role of natural resources and how integration of financially-material Environmental, Social and Governance (ESG) factors is essential for mining companies as they navigate the complexities of geopolitical and environmental challenges.

Portfolio Managers Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management to achieve absolute returns.

How policy changes might prove to be the catalyst for a switch in global equity leadership. Portfolio Managers Julian McManus and Chris O’Malley explore whether this year’s outperformance by ex U.S. stocks can continue and the implications for investors.

In this episode, Portfolio Manager Jeremiah Buckley and Head of U.S. Fixed Income Greg Wilensky discuss how they are navigating tariff-driven volatility and why cross-team coordination is crucial to uncovering relative value opportunities in equity and fixed income.

With large capital reserves, an improving regulatory backdrop, and positive growth trends, many financial firms look prepared to withstand a potential recession.

In this episode, Portfolio Manager John Jordan and Research Analyst Andrew Manguart share what they’re hearing from banks about the volatile macro backdrop, and why they believe the sector is well positioned even if growth slows.

Is ESG dead? Far from it – but misconceptions abound.

In this episode, Michelle Dunstan, Chief Responsibility Officer, and Aaron Scully, Portfolio Manager, address ESG misconceptions and explain how integrating material ESG factors can enhance long-term

In this episode, Portfolio Manager John Lloyd discusses the most pressing issues facing fixed income investors today, with a focus on rates, spreads, volatility, and the Federal Reserve.

New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.

Portfolio Manager Dan Lyons joins this episode of Global Perspectives to provide an update on popular GLP-1 weight-loss therapies and discuss whether sales of the drugs can continue to grow and the impact on the overall healthcare sector.

In this episode, Director of Research Chris Benway explains how his team’s sector specialists conduct deep fundamental research to identify potential winners and laggards in an environment where stock market dispersion is increasing.

Portfolio Manager and Equity Research Analyst Brian Recht discusses transformational themes, with a focus on cloud computing and digitization, that he believes will drive future economic growth and provide long-term investment opportunities.