And could 2025 see greater value in small- and mid-cap companies? View Equity Market Outlook Multi-Asset Investment Outlook The US election results were well received by risk markets, but how long can the euphoria last? Investment Strategy & Solutions Group members Nanette Abuhoff Jacobson,...
Energy Mid-stage Wiring the future: Emerging tech for the transmission-grid build-out Learn how our climate technology investment team is researching private market opportunities in high-capacity conductors and other energy grid-tech innovations. Greg Wasserman, CFA Jenny Xie February 2025 7 min ...
Greg Wasserman, Head of Private Climate Investing, joined Invested in Climate’s podcast in their 92nd episode to discuss his personal journey as a private climate investor, how climate investing has changed, what he is currently excited about, opportunities for the future, and more. Listen to...
Geopolitics in 2025: Risks, opportunities, and deepening uncertainties Geopolitical Strategist Thomas Mucha outlines his structural, policy, and geopolitical outlook for the year. Thomas Mucha February 2025 8 min Article Interest rates Venture capital No more free lunch: Impact of higher interest ra...
In 2025, how can investors position portfolios for bumps in the road without losing sight of longer-term opportunities?According to Co-Head of Investment Strategy Natasha Brook-Walters, perhaps a more powerful question is “what perspectives haven’t we considered?". One opportunity and challenge ...
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year Multiple authors December 2021 Archived info Japan Equity The fish are biting: Exploiting Japan’s inefficient equity market Our Japanese equit...