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Insights: Equities Insights

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

The Durability of Tech Growth Trends

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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.

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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.

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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.

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Ajay Krishnan, Portfolio Manager and Head of Emerging Markets at Wasatch Global Investors

China and the Search for Semiconductors

Emerging Markets, Equities

As semiconductors replace oil as the key commodity in the modern global economy, Wasatch’ Ajay Krishnan says

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Innes McKeand, Head of Equities, USS Investment Management

McKeand Moves to UK Pension Fund

Asset Owners, Equities

AustralianSuper’s former Head of Equities, Innes McKeand, has left to join UK Pension Fund USS, where he will establish a new global equities team.

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Founder and Partner at Active Allocator

Beware of the SPAC Frenzy

Equities, Private & Alternative Markets

SPAC investments have become all the rage, with almost as much money raised in the US as traditional IPOs. But not every investor is set to make money from these vehicles. ‘Caveat Emptor’, Sameer Jain warns.

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Ernest Yeung, Portfolio Manager at T. Rowe Price

Value in Emerging Markets

Emerging Markets, Equities

Value investing has experienced a resurgence in the past four weeks. We talk to T Rowe Price’s Ernest Yeung about what this means for emerging markets.

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Matthew Patsky, CEO and Portfolio Manager at Trillium Asset Management | Raising Awareness of ESG

Raising Awareness of ESG Materiality

Equities, ESG

In this interview with Trillium’s Matt Patsky, we tackle some of the most contentious ESG issues, including the gender pay gap and the decline of fossil fuel demand. We also look at how investors can use shareholder resolutions to raise awareness of issues that are ignored by companies.

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[i3] Emerging Markets Webinar with T. Rowe Price

Value Rotation in Emerging Markets

Emerging Markets, Equities, Webinars

It currently appears that we have a bubble in technology stocks, as in 2001. But this time round, it is combined with a deep global recession and a heightened focus on sustainability.

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