Connections: Investment Matters
158 FOLLOWERS
Investment Matters connects you with the investment themes shaping our world. Featuring insights from our investment teams on key economic and market drivers, this channel explains the risks and opportunities uncovered by our research and highlights the implications for investors.
Views presented are as of the date published and may not reflect the views of others in the organization. This..
Connections: Investment Matters
2M ago
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
In a follow-up discussion to a recent paper , Portfolio Managers Andy Acker, Jonathan Coleman, and Brian Demain explore how aging populations are helping to spur innovation in healthcare – and creating growth opportunities for investors ..read more
Connections: Investment Matters
3M ago
2024 Consumer Outlook: Research Analyst Josh Cummings explains which companies could be best positioned to benefit as consumer spending remains robust but the macroeconomic outlook grows more uncertain ..read more
Connections: Investment Matters
3M ago
2024 Energy Outlook: In this episode, Research Analyst Noah Barrett explains the major trends that could shape the energy sector in the year ahead ..read more
Connections: Investment Matters
3M ago
2024 Financials Outlook: In this episode, Research Analyst and Portfolio Manager John Jordan shares where he sees the best risk/reward trade-offs in the financials sector ..read more
Connections: Investment Matters
3M ago
2024 Healthcare Outlook: Portfolio Manager Andy Acker explains why, after underperforming in 2023, the healthcare sector could be well positioned for the year ahead ..read more
Connections: Investment Matters
3M ago
2024 Tech Outlook: Portfolio Managers Denny Fish and Jon Cofsky explain what’s next for artificial intelligence (AI) and other trends that could impact the technology sector in the year ahead ..read more
Connections: Investment Matters
3M ago
Industrials Outlook 2024: Associate Director of Research Chris Benway says new secular growth drivers could help offset any cyclical slowdown in industrials ..read more
Connections: Investment Matters
4M ago
Global Perspectives: investing in the transformation of a sustainable economy ..read more
Connections: Investment Matters
5M ago
Research Analysts Andrew Manguart and Ian McDonald join as guests to explain the reasons for accelerating premiums in home, auto, and commercial lines of insurance and why these trends could extend the industry’s recent gains ..read more
Connections: Investment Matters
5M ago
Portfolio Manager Denny Fish discusses the implications of higher rates and a potential recession on the tech sector and how he sees mega-themes such as artificial intelligence (AI) and cloud computing evolving in the years ahead. ..read more