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COVID-19 UPDATE

As the COVID-19 outbreak intensifies and market volatility increases, get our latest insights.

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Our Journey to a Sustainable Future

As investors and advisors who focus on our clients' long-term success, sustainability is central to how we assess the risks and opportunities facing our clients. Read More (PDF)

Navigating the Macro Environment

Lotta Moberg, Ph.D., CFA

The current environment opens up a number of opportunities for managers who look at fundamental value, but it also forces navigation. Watch the video or read the recap below. The current environment certainly opens up a lot of opportunities for fundamental value, and it also forces a lot of navigation. Take, for example, emerging markets, […]

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Part 3: COVID-19 Science and Economics

The Active Share
The Active Share Podcast

In the third installment of our COVID-19 series, our moderator, Hugo Scott-Gall, co-director of research on the Global Equity team, checks back in with our in-house COVID experts, Research Analyst Camilla Oxhamre Cruse, Ph.D., and Global Strategist Olga Bitel, on why cases are rising in some areas and declining in others, where we are on […]

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Sportswear: Sweet Success Amid COVID-19?

Kwesi Smith, CFA

As a discretionary good, sportswear may seem an unlikely winner in the wake of COVID-19. But the category—which includes athletic apparel and footwear—has some unique characteristics that make us think it will emerge just fine. In fact, for stronger companies, we believe COVID-19 will be an accelerant as the companies leverage their connections with consumers […]

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Digital Payments and Aerospace—Diverse Growth Opportunities

Ken McAtamney, Partner

New-economy digital business models proved resilient and defensive amid the pandemic-induced collapse in economic activity, and this widening performance differential is particularly interesting to us as investors in industry-leading growth companies. We are also interested in some of the more compelling structural growth companies in cyclical industries that have been particularly affected by the economic […]

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Outlook for Sovereign Debt Restructurings

Daniel Wood
Jared Lou, CFA

Historically, a combination of high yield and minimal default risk has led emerging markets debt (EMD) investors to enjoy strong returns—but the impact of COVID-19 has called into question the potential for such favorable returns in the future. Historically speaking, however, markets have overestimated the probability of default and underestimated eventual recovery rates. Defaults Priced […]

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Plant-Based Protein: More Than a Fad?

Rita Spitz, CFA, Partner

Earlier this year, a major global food and agriculture company announced the launch of private-label plant-based meat products, which will help retail food and foodservice businesses more easily capture a share of the growing plant-based protein market. That said, the company has also invested $7 billion in animal protein over the past five years, which […]

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Small-Cap Value: Ignored but Not Forgotten

Matthew Neska, CFA

Being a value investor has been challenging over the past 13 years, and there have been echoes of “value is dead” within the marketplace. But history has shown that investors who stick with value during challenging times could be rewarded. The Case for Small-Cap Value Financial research has widely documented that within equities, value investing […]

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COVID-19 Drives ESG Demand

Blake Pontius, CFA

Investor demand for environmental, social, and governance (ESG) integration has increased rapidly across regions and asset classes in recent years and is now poised to accelerate in the wake of COVID-19. To help frame the ESG outlook from here, it is important to consider which factors contributed to greater investor adoption of sustainability objectives before […]

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10 Things the Pandemic Could Change

Ken McAtamney, Partner

Many of the long-term structural changes to the U.S. economy resulting from COVID-19 will depend on the post-pandemic assessments that are made by policymakers and the political reception of their actions. This process really has not yet begun to play out, but in the meantime, we have begun thinking about the ways the world—and investment […]

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Accelerating Secular Shifts Are Reshaping Industries

Jim Golan, CFA, Partner

The COVID-19 pandemic is disrupting the lives of people around the globe and changing consumer behavior in real time. While the long-lasting impacts of this pandemic are yet to be seen, we believe the virus is rapidly accelerating several big-picture secular shifts within certain industries that have been developing for years. The Rise of E-Commerce […]

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Paths to Recovery

Olga Bitel, Partner

In determining where the current economic slowdown is likely to end up, it helps to consider the potential paths to recovery. Will the recovery be V-, W-, U-, or L-shaped? We will talk about why we are modeling the recovery the way we are, where the potential pitfalls are, and what the different bull/bear scenarios […]

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Attractive EMD Entry Point After COVID-19 Shock

Marcelo Assalin, CFA

The COVID-19 shock to the global economy has sent emerging markets debt (EMD) spreads to levels not seen since the global financial crisis. We believe this rise in EMD’s risk premium is overdone and underappreciates the fundamentals of the asset class, creating potential opportunities and an attractive entry point. A Technical Sell-Off Emerging market (EM) […]

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