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. Read More
Technology Stocks Could Face Headwinds Equities Technology companies, the drivers of the outperformance of growth-style investing in recent years, are facing several headwinds and investors should be wary if their portfolios are too heavily skewed to growth, Cambridge Associates’ Travis Schoenleber says Read More
Climate Transition: Beyond Low Carbon Investing Equities, ESG, Webinars In partnership with Aviva Investors, [i3] convened a webinar to discuss the implications of climate transition to investors’ portfolios. With combined backgrounds in Environmental Biology, Environmental Technology and Finance, Rick Stathers and Jaime Ramos Martin shared their perspectives on how investors can go beyond low carbon investing to build resilience into portfolios. Key issues included: The […] Read More
Pharma Unlikely to Strike Gold with Vaccine Equities, Financial Crisis A COVID-19 vaccine might not prove to be a watershed moment for the pharmaceutical industry, but there are plenty of other opportunities, Capital Group says Read More
Investing in Global Champions Equities, Innovation, Webinars How can investors navigate global equity markets during this volatile period? What does this mean for globalisation and for long-term investors? Jonathan Knowles shared his perspectives on medical innovation in the context of COVID-19. Read More
Ping An on Factors in China Chief Investment Officers, Emerging Markets, Equities, Factors, Quant & Systematic The Chinese stock market is driven by different quantitative factors than those in the US and Europe, Ping An China Asset Management (Hong Kong) Deputy CIO said. Steve Zhang speaks to us about the companies quant and machine learning strategies. Read More
The Case for Active Engagement Equities, ESG, Women in Finance ESG should not be applied as a blanket screen to simply weed out poorly rated companies, but should be managed actively, where engagement can lead the way to improvements and ultimately to a repricing of a company, Aberdeen Standard Investments says. Read More
Changing Landscape of EM Small Caps Emerging Markets, Equities Emerging market small caps are increasingly professionalising, attracting more experienced management teams who are able to improve margins, cut costs and allocate capital better. We talk to Jerry Zhang and Prashant Paroda of Wells Fargo about the drivers behind this trend. Read More
Courting Controversy in Times of Crisis Equities, Financial Crisis, Women in Finance Every crisis harbours opportunities for those willing to look deeper at the underlying drivers. We talk to MFS Investment Management about some of the most interesting contrarian trades during this pandemic. Read More
![[i3] Emerging Markets Webinar with T. Rowe Price](https://i3-invest.com/wp-content/uploads/2020/12/i3-EM-Webinar-with-T-Rowe-Price-2-680x383.jpg)
![[i3] Climate Transition with Aviva Investors](https://i3-invest.com/wp-content/uploads/2020/12/i3-Climate-Transition-Webinar-with-Aviva-Investors-Speakers-680x383.jpg)
