Daniel C. Roarty, CFA

Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments.

Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.

From stock picking to benchmark selection, the construction of an active thematic equity portfolio will play a crucial role in its ability to deliver on a theme’s return potential.

Thematic portfolios that tap into big global trends offer exciting opportunities for equity investors. But the devil is in the detail.

How can equity investors build portfolios that capture the potential of exciting thematic stories?

Investors should take a closer look at companies that help create a more energy-efficient ecosystem for AI.

Financial companies that help address some of the world’s most pressing socioeconomic challenges deserve attention from sustainability-focused investors.

As demand for water solutions grows, equity investors will find opportunities in companies that help quench the thirst of parched communities around the world with innovative solutions.

Three chief investment officers of our US equity portfolios discuss their approaches to identifying quality stocks and explain why they think quality will ultimately perform well again despite a difficult 2022.

ESG ratings are lacking for small-cap stocks globally. This prevents asset managers that rely on third-party ratings from building small-cap funds.

The investment landscape has been tough for sustainable portfolios this year. But long-term sustainable investing opportunities haven't gone away.

How can investors find companies that are providing solutions to the world’s biggest climate challenges? This new framework can transform both investing and environmental outcomes in climate portfolios

Recent prominent media articles have warned of an ESG bubble and criticized sustainable portfolios for being ineffective as agents of change. We think the critics have missed the point.

The pandemic has prompted massive changes for countries, societies, people and businesses, while reinforcing the role of sustainable investing strategies.

Evaluating carbon handprints, or the way a product or service affects the environment, is a good way to find companies that are providing powerful solutions to the world’s climate challenges while offering attractive growth potential.

Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach. In this paper, we outline a process designed to effectively integrate environmental, social and governance factors in a sustainable equity strategy. Using stock examples, we demonstrate how to identify companies that support the UN Sustainable Development Goals (SDGs) and offer sources of long-term return potential.

Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach. In this paper, we outline a process designed to effectively integrate environmental, social and governance factors in a sustainable equity strategy. Using stock examples, we demonstrate how to identify companies that support the UN Sustainable Development Goals (SDGs) and offer sources of long-term return potential.

As inflows to sustainable equities break new records, here's what investors should look for to identify portfolios that align with their responsible investing goals.

Diagnostics - the back-end robotics in the health care system - are helping automate many complex procedures. Diagnostics are not only increasingly aiding the treatment of patients with infectious diseases but accelerating the broader trend toward personalized health care.

With 20 percent of carbon emissions coming from cars and trucks, the shift from internal combustion engines to electric vehicles is a massive growth opportunity and necessity. By 2030, electric vehicles will likely generate annual sales of US$25-30 million and a US$5 trillion revenue opportunity.

Cash may still be king, but cashless commerce is rapidly becoming the new king. The revolution in digitalization of commerce is already generating growth in transaction value of roughly 24 percent per year over the last three years. And the added concerns connected to the current pandemic have underscored the need and benefits of cashless commerce.

Companies with strong ESG credentials will play an essential role in addressing the dramatic changes being triggered by the COVID-19 pandemic.

The Wall Street Journal criticized ESG portfolios earlier this month for being dominated by big technology stocks. But we think technology stocks are integral to a responsible investing agenda when chosen as part of a well-defined process targeting companies that foster environmental, social and governance (ESG) improvements.

As big tech and media companies face growing concern about the power of their businesses, more questions about environmental, social and governance (ESG) issues are likely to be raised. Social and governance issues deserve greater attention amid increasing regulatory scrutiny of industry giants.

Leading US CEOs recently pledged to redefine the role of the corporation in society. But will they make good on their promises? Responsible investors need a clear way to evaluate whether a company is really making progress by doing good for both society and investors.

Sustainable investing is often misunderstood. Many investors think a sustainable agenda limits a portfolio to a narrow piece of the market. In fact, plenty of stocks can help investors create social benefits while generating strong returns—if you know how to find them.

The United Nations Sustainable Development Goals (UN SDGs) offer a good guide for investing in companies making a positive impact on society. But where do you begin? Start by drilling deeply into the SDGs themselves to identify investible themes.

Many equity investors want to help create social benefits while generating strong returns. Deploying a clear investment process that draws on the UN Sustainable Development Goals and integrates ESG factors in research can help investors achieve these twin goals.

Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach. In this paper, we outline a process designed to effectively integrate environmental, social and governance factors in a sustainable equity strategy. Using stock examples, we demonstrate how to identify companies that support the UN Sustainable Development Goals (SDGs) and offer sources of long-term return potential.

US stocks have boomed for nine years, supported by one of the longest economic expansions in the postwar period. Can this growth be sustained? Much depends on how the challenges of environmental and social sustainability are addressed.

By going on the ground in emerging markets and talking to people in their homes, equity investors can develop research insights about long-term, powerful trends driven by environmental and social sustainability.

Equity investors are increasingly thinking about how their decisions affect society. The United Nations' Sustainable Development Goals (SDGs) provide a good road map for identifying investments that can make an impact-and generate profits as well.