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Showing 5 of 5 Insights Posts
oil refinery plant
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event November 2024
6 min
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1189936980
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event October 2024
5 min
Article
2025-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1361468234
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Commodities: Entering a scarcity-pricing regime

Is copper the oil of the energy transition? Here, we provide a view of this important commodity’s future, captured in four charts.

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event June 2024
8 min
Article
2025-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1125840430
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event August 2023
Quick Take
2024-08-04
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event March 2023
Quick Take
2024-03-14
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.