Part 3: COVID-19 Science and Economics

The Active Share Podcast

In the third installment of our COVID-19 series, our moderator, Hugo Scott-Gall, co-director of research on the Global Equity team, checks back in with our in-house COVID experts, Research Analyst Camilla Oxhamre Cruse, Ph.D., and...

Sportswear: Sweet Success Amid COVID-19?

Kwesi Smith, CFA
Global Equity

As a discretionary good, sportswear may seem an unlikely winner in the wake of COVID-19. But the category—which includes athletic apparel and footwear—has some unique characteristics that make us think it will emerge just fine....

COVID-19 Drives ESG Demand

Blake Pontius, CFA
Global Equity

Investor demand for environmental, social, and governance (ESG) integration has increased rapidly across regions and asset classes in recent years and is now poised to accelerate in the wake of COVID-19. To help frame the...

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