Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
US equity markets were boosted in Q4 by enthusiasm around Trump’s election victory, although enthusiasm was tempered in December by the Fed’s cautious approach to future interest rate cuts. Read our quarterly US equities update to find out more.
Discover the potential of equal weight strategies and how they could offer enhanced diversification.
European equities are trading at attractive valuations compared to other regional equity and fixed interest markets. Find out more.
The 2025 equities outlook is improving. Balance sheets look healthy, and many stocks are attractively valued, though geopolitical risks remain. Find out more.
Our Henley-based Asian & EM Equities Team discuss the opportunities of emerging markets and why a shift in perspective is required.
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.
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.
Investing in global equities gives investors a simple way to build a diversified stock portfolio that can perform in different market conditions. Find out more.
Asian and emerging market equities offer investors diversification benefits, with our strategies focused on ideas in unloved areas of the market. Find out more.
James McDermottroe, looks at some of the latest trends in AI and how stocks in the portfolio are placed to take part in this Megatrend.
The Indian election was narrowly won by Narendra Modi's Bharatiya Janata Party (BJP), but what are the investment implications. Find out more.
The Indian stock market has demonstrated robust growth, resulting in above-average valuations. Read on to learn the reasons behind this.
In Korea, corporate governance reforms look set to tackle the ‘Korea discount’ and improve shareholder returns and stock valuations. Find out more.
There are countless investment opportunities in India, and we selected four fundamental trends that are worth long-term investors’ attention
Let us know using this form and one of our specialist team will quickly get back to you.
