Global Technology strategy - An improved sense of confidence from companies, in contrast to the significant lack of visibility when they reported their last quarter
Global Thematics strategy - Q2 2020 corporate earnings results have allowed management teams to articulate improved visibility for the second half of the year
Clean Economy strategy - We see an increased emphasis in Europe on the importance of shifting to a circular economy
Digital Economy strategy - Q2 2020 earnings season: companies within the portfolio are reporting mostly better than expected results
Robotech strategy - We see significant investment activity in the warehouse automation space at the moment
RI Insight - Responsible Investment Research - 2020 Proxy Voting Season Review: Beyond ‘business as usual’
again, some of the month-over-month changes from April to May produced...