Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
Thematics funds provide diversified exposure to specific themes or trends, regardless of traditional sector classifications. Discover more in our latest article.
The Indian equity market is poised for significant growth, and we believe performance will be supported by strong corporate earnings and GDP figures. Find out more.
European equities are trading at attractive valuations compared to other regional equity and fixed interest markets. Find out more.
The brief stock market correction in July highlighted how quickly market sentiment can change. Although economic fears have since eased, investors are still seeking optimal portfolio strategies. An equal weight version of the MSCI World Index could offer broad global equity exposure while reducing concentration risk compared to a standard market-cap-weighted approach. Read our latest article to find out more.
In Korea, corporate governance reforms look set to tackle the ‘Korea discount’ and improve shareholder returns and stock valuations. Find out more.
Emerging markets ex China are offering investors substantial opportunities, helping them diversify portfolios and reduce country concentration risk. Find out more.
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.
Discover in our CIO outlook what the investment opportunities are for 2023 and why it is a market for fundamentally driven active investors. Find out more.
War, energy shocks and ‘apocalyptic’ inflation – things have escalated a lot since year-end. But what impact have these crises had on equity markets, and did our views materialise? We share our thoughts.
The second instalment of our thematic sustainability blog series discusses what a circular economy is. We look into what’s required for it to be successful, and how it can generate unique investment opportunities.
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.
Savvy shoppers tend to scan the high street for essentials, but they also find hidden gems off the beaten path. Taking an active approach to investing in the consumer space allows us a similar flexibility: we can invest in well-established benchmark names, but still have the freedom to search for emerging companies that we believe are set to thrive.
The economic success of China presents appealing investment opportunities in a broad range of sectors. Not only that, but efforts to loosen the reigns have enabled much easier access to its financial markets.
I often get asked about my team’s outlook, or our thoughts on “What’s the market going to do from here?”.
Even as COVID-19 decimated global car sales, China’s EV sales still managed to grow by 12% during 2020, accounting for roughly 50% of EV sales globally.
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