Equities Why European equities are attractively valued
European equities are trading at attractive valuations compared to other regional equity and fixed interest markets. Find out more.
October 7, 2024
Equity insights
Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
Equities Asian and emerging market equities: Where next for investing?
Asian and emerging market equities offer investors diversification benefits, with our strategies focused on ideas in unloved areas of the market. Find out more.
August 1, 2024
Equities India equities post-election outlook
The Indian election was narrowly won by Narendra Modi's Bharatiya Janata Party (BJP), but what are the investment implications. Find out more.
June 11, 2024
Equities Indian equities - the fundamentals, trends and beyond (Part 3)
The Indian stock market has demonstrated robust growth, resulting in above-average valuations. Read on to learn the reasons behind this.
March 5, 2024
Equities South Korea: Reforms to resolve the ‘Korea discount’ will improve shareholder returns and valuations
In Korea, corporate governance reforms look set to tackle the ‘Korea discount’ and improve shareholder returns and stock valuations. Find out more.
February 19, 2024
Equities Why invest in the emerging markets without China?
Emerging markets ex China are offering investors substantial opportunities, helping them diversify portfolios and reduce country concentration risk. Find out more.
February 1, 2024
Equities Indian equities - the fundamentals, trends and beyond (Part 2)
There are countless investment opportunities in India, and we selected four fundamental trends that are worth long-term investors’ attention
January 5, 2024
Investment Outlook Equities investment outlook: our equity market predictions for 2024
It’ll be a challenging backdrop for equities in 2024. From an investment perspective, company fundamentals are likely to become more important. Read our investment outlook for more.
December 4, 2023
Equities Indian equities - the fundamentals, trends and beyond (Part 1)
India has become the top performer among emerging Asian countries.
November 29, 2023
Equity Don’t give up on earnings in 2022
Markets seem reluctant to believe that earnings in Europe can grow at all in 2022. Our European equities team believes this provides more of an opportunity than anything else. Find out why.
January 11, 2022
Equities Style versus substance: Why I’m not concerned about the ‘growth or value’ debate
I often get asked about my team’s outlook, or our thoughts on “What’s the market going to do from here?”.
July 9, 2021
Emerging markets EM Local Debt: a reflation play?
Why we believe you should take a fresh look at emerging market local currency debt.
May 28, 2021
Emerging markets Accessing emerging markets with ETFs
Effective tools to gain broad and diversified exposure to growing emerging market opportunities.
May 28, 2021
Equities What drives the Asian consumer? – Premiumization
The growing Asian middle class is a well-documented phenomenon. Unsurprisingly, as Asian consumers are becoming more affluent, they have an increased focus on quality of life.
May 27, 2021
Equities What drives the Asian consumer? – Digitalization
Digitalization is very evident in Asia, and is becoming a larger component of GDP in many Asian economies.
May 27, 2021
