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Total return Fixed income Credit Wealth Program USA Article Industrials
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Are bond investors ready for a US industrial revolution?

Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US industrial revolution and shares his perspective on how to reposition portfolios for such a scenario.

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Connor Fitzgerald, CFA

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6 min
Article
2025-11-30
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Japan Equity Automation Wealth Program Global Industry Research Industrials Article
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Japan’s factory automation sector: Poised for a significant upturn?

Global Industry Analyst Takuma Kamimura explains why he believes we’re on the verge of a multiyear cyclical upturn in the factory automation sector and why he sees a compelling outlook for select Japanese companies in particular.

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By

Takuma Kamimura

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5 min
Article
2025-10-31
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Japan Stewardship Equity Financials Telecom Industrials Quick Take
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Shareholder activism in Japan: How our engagement approach drives value

Equity Portfolio Manager Katsuhiro Iwai introduces the Japan equity investment team's approach to engagement, sharing a number of successful recent case studies.

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By

Katsuhiro Iwai, CFA, CMA

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Quick Take
2024-08-31
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Inflation Volatility Geopolitical Commodities Industrials Quick Take
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Decoding the effects of deglobalization

Nicholas Petrucelli outlines the economic, political, and geopolitical underpinnings of deglobalization. He also demonstrates the impact this trend has today and analyzes the investment implications.

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By

Nick Petrucelli

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Quick Take
2024-03-31
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Europe Energy Utilities Sustainable investing ActiveViews Volatility Climate Geopolitical Carbon emissions Industrials Event replay Alternatives
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How to invest amidst a still unfolding energy crisis?

In this ActiveViews webcast, senior climate – and energy – focused professionals explore the still unfolding energy crisis in Europe and the associated challenges and opportunities for investors. 

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By

Alan Hsu

Tim Casaletto

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Event replay
2024-02-29
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