The most powerful and durable investment themes are those where ingenuity sparks innovation to address imbalances in the world, said David Docherty, investment director for thematics at Schroders, when speaking at the Canadian Investment Review’s Investment Innovation Conference in November. He pointed to imbalance between population and resources as an example, and themes related to […]
FTSE Russell has released a preliminary list of companies set to enter or leave its U.S. indexes at the end of June as part of its annual reconstitution, which occurs to reflect market changes from the previous year. And the results tell a tale of the growing gap between the largest and smallest cap stocks. […]
Health care and consumers staples are sectors that typically perform well, even in moments of market stress. But during the coronavirus crisis, these sectors have provided slightly less downside protection, says Ramiz Chelat, global equities portfolio manager at Vontobel Asset Management. On the consumer staples front, the coronavirus shutdown is impacting consumption outside of the […]