Equities – Page 6 – Investment Innovation Institute

[i3] Earnings Acce;eration Webinar with American Century Investments | Investment Innovation Institute [i3]

Earnings Acceleration: Beyond Growth & Value

Arsa Indaravijaya, CIO of the Government Pension Fund Thailand

The GPF Approach Through COVID

Asset Owners, Chief Investment Officers, Equities, ESG

An increased focus on overseas equites and human rights, particularly in the Thai fishing industry, has helped Thailand’s second largest pension fund to deliver strong returns while better managing risk, Dan Purves writes.

Michael Hanson, Senior Vice President of Research at Fisher Investments

We Are Still Late Cycle

Equities

Positive economic data coming out of the US has led many investors to switch to a risk-on mindset, but the data has been inflated by a burst of activity following the widespread easing of pandemic restrictions. The reality is that we are still late cycle, according to Fisher Investments.

Future of Internet in Asia: [i3] Equities Webinar with Capital Group

Future of the Internet in Asia

Equities, Innovation, Webinars

The role that the internet plays in people’s lives will continue to expand, business models will continue to evolve, the sources of innovation will continue to grow and regulation will continue to adapt.

Healthcare Innovation in China

Emerging Markets, Equities, Innovation, Webinars

Many investors would be surprised to learn that China is transforming its healthcare ecosystem into one that is incubating a promising culture for future healthcare innovation.

Paul Nestro, Head of Fundamental Growth and Core Research. SSGA

The Durability of Tech Growth Trends

Equities

The resurgence of value stocks in the third quarter of 2020 does not mean technology companies have had their time in the limelight. SSGA’s Paul Nestro says many investors underestimate the durability of technological growth trends.

Sara Moreno, Emerging Markets Equity Portfolio Manager and Research Analyst at Jennison Associates

Investing in Chinese Health Tech

Emerging Markets, Equities, Women in Finance

China’s healthcare and biotechnology industries have seen rapid growth in recent years. We speak with Jennison’s Sara Moreno about the opportunities and the impact of the pandemic.

Hari Ramanan, Portfolio Manager and Chief Investment Officer of Global Research Strategies at Neuberger Berman

Marrying Data Science with Fundamentals

Asset Allocation & Strategy, Chief Investment Officers, Equities, Innovation

Embracing data science does not mean you have to abandon fundamental analysis. Quite the contrary, Neuberger Berman’s Hari Ramanan says. It’ll make you a better fundamental investor.

Jo Cornwell, Head of Research, Evidentia Group

Aware Super Still Sees Opportunities in China

Asset Owners, Emerging Markets, Equities, Women in Finance

Aware Super still sees plenty of opportunities in the domestic share market in China but acknowledges that current developments have given the fund pause to think about its approach to expanding its allocation, according to Jo Cornwell, Portfolio Manager, Growth Assets at the fund.