Our Research team produces in-depth thematic and sector reports, connecting environmental, social and governance issues with industry and equity market analysis to identify investment opportunities and risks at the sector level. Our equity strategy work informs our asset allocation decisions, and we use our thematic work to engage asset managers in an ongoing dialogue on critical investment issues.
January 9, 2017
Sector and Regional Strategy:  Monthly Update January 2017

Sector and Regional Strategy: Monthly Update January 2017

Executive Summary Regional Strategy: Upgrade UK; Remain Positive on Russia. This month the UK is being upgraded, largely reflecting a continued improvement in earnings momentum. In contrast to Russia —…

June 24, 2016
Brexit Fallout: Global Uncertainty to Weigh on Multiples

Brexit Fallout: Global Uncertainty to Weigh on Multiples

Uncertainty Has Increased Materially in Key Regions of the World. In the U. K. , Brexit uncertainty could drag on for a few years. Globally, the next big uncertainty surrounds the…

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