Investment Insights in Focus
Health Care Sector Update
In this video, a few of our Health Care focused analysts share their perspectives on the forces shaping the sector today. They outline the industry’s major subsectors, revisit the key drivers that influenced performance in 2025, and examine the macro trends defining the opportunity set ahead.<br><br> The team also discusses how our research platform comes together to identify high conviction ideas and position portfolios to benefit from long term secular tailwinds, while highlighting the themes they believe represent the most compelling sources of future value across the Health Care landscape.
Financials Industry Update
In this video, members of our financials equity research team: Ken Coe, CFA, Cam Mathis, Frank O’Donnell, and Tommy Fitzalan Howard highlight the resilience of banks, growth potential in the insurance sector, promising prospects for payment providers, factors affecting alternative asset managers, and the defensive nature of financial market infrastructure companies. The analysts expressed confidence in the long-term growth potential of their investments, supported by robust market fundamentals and strategic positioning, and underscored the importance of maintaining a diversified portfolio and being adaptable to changing market
Sustainable Investing: A Means to Drive Performance
In this video, Karina Funk, CFA, co-portfolio manager of the Large-Cap Sustainable Growth strategy and chair of sustainable investing, explores our focus on finding companies at the intersection of positive fundamental and sustainable business drivers. Our balance sheet investments focus on four key themes where early-stage innovation seeks to disrupt large total addressable markets: health-care reimagined, future of work, next-generation consumer, and frontier technology.