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Firm Active management Macro and market Alternatives Brand Whitepaper
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Annual message from our CEO: At a crossroads

CEO Jean Hynes offers perspectives on the current macro and market environment, including the need to challenge long-held assumptions, prepare for persistent disruption, and consider the resulting investment opportunities and risks.

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Jean Hynes, CFA

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Whitepaper
2025-01-31
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Unique Perspectives Climate Carbon emissions Sustainable investing Brand Net zero APAC Article
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Will emerging Asia leapfrog the energy transition?

Decarbonizing while maintaining economic growth presents tremendous challenges for developing countries in Asia. Is technological innovation the solution?

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Article
2024-05-31
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Unique Perspectives Carbon emissions Energy Alternatives investing Sustainable investing Brand ActiveViews Net zero Climate tech Alternatives Long-short Article
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Navigating the opportunities and challenges of the energy transition

Two of our climate- and energy-focused investment professionals discuss what the low-carbon transition may look like and how investors can think about the challenges and opportunities it represents.

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By

Alan Hsu

Tim Casaletto

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Article
2024-03-31
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Artificial intelligence (AI) Asia tech Innovation Asia advised retail Distribution Information technology Asia China Brand Article
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Analysing the bright outlook in Asia tech

Global Industry Analyst Yash Patodia outlines the state of the Asia tech sector today and identifies potential long-term opportunities in this space.

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Yash Patodia

Brian Yeong

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Article
2024-03-31
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China Asia tech Macro and market Brand Geopolitical Fiscal policy Information technology Equity EM equity Article Unique Perspectives Global Industry Research
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China internet: Identifying opportunities amid economic reopening 

China’s re-opening and economic recovery from its zero-COVID policy has bolstered our optimism in Chinese internet companies.

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By

Yash Patodia

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Article
2023-12-31
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Firm Active management Macro and market Alternatives Business practices Brand Whitepaper
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Annual message from our CEO: Forward thinking

After a year of profound economic and market change, CEO Jean Hynes discusses the path forward, including the role of alternatives and sustainability, the firm's investments in talent, and the importance of stability and innovation.

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By

Jean Hynes, CFA

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Whitepaper
2024-01-31
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china economy poised to exceed expectations in 2023
China Economic cycle Macro and market Brand Outlook No Optimizely COVID Geopolitical Inflation Fiscal policy Real estate Article
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China’s economy: Poised to exceed expectations in 2023

With the bar set so low for China's economy, Macro Strategist Santiago Millan thinks it won't take much for an upside surprise in 2023. 

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By

Santiago Millán, CFA

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Article
2023-12-31
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Thematic exposure Equity Disruption Brand Active management Sustainability Article
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A theme is not an index

Portfolio Manager Dáire Dunne and Investment Director Andrew Sharp-Paul discuss the case for active thematic investing and highlight the importance of avoiding so-called "theme-washing."

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By

Dáire Dunne, CFA

Andrew Sharp-Paul

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Article
2023-12-31
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