Market Tariffs and trade wars: What do they mean for investors?
We assess what President Trump’s “Liberation Day” tariffs might mean for US and global markets, European and UK equities, and more.
4 April 2025
Equity insights
Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
ETF Equal Weight: A common-sense approach
While most standard equity benchmarks weight their constituents according to market capitalisation, an equal-weighted approach can sometimes make more sense. Discover more about equal-weight and how to gain broad equity exposure without the concentration risk.
31 March 2025
Equities On the lookout for ‘brown shoots’ in the US economy
Stephen Anness and Joe Dowling discuss why strong company fundamentals drive long-term performance, emphasizing the importance of focusing on business quality over short-term market turbulence caused by geopolitical events.
28 March 2025
Equities Invesco Global Equity Income – video update
Key things impacting the outlook for global equities in 2025: Donald Trump, artificial intelligence (AI) and ‘hangover stocks’.
18 February 2025
ETF US Equities Quarterly update
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.
6 February 2025
ETF Three compelling reasons to consider S&P 500 Equal Weight
Discover the potential of equal weight strategies and how they could offer enhanced diversification.
21 January 2025
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.
16 December 2024
Investment Outlook Equities 2024 investment outlook
The 2025 equities outlook is improving. Balance sheets look healthy, and many stocks are attractively valued, though geopolitical risks remain. Find out more.
27 November 2024
Asian and emerging market equities A shift in perspective: Why emerging markets deserve a second look
Our Henley-based Asian & EM Equities Team discuss the opportunities of emerging markets and why a shift in perspective is required.
7 November 2024
ETF How to use thematic ETFs to capture targeted long-term growth opportunities
Thematics funds provide diversified exposure to specific themes or trends, regardless of traditional sector classifications. Discover more in our latest article.
1 November 2024
Equities Indian equities: Investment opportunities in a market poised for growth
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.
23 October 2024
Equities Finding investment opportunities in global equities
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.
17 September 2024
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.
1 August 2024
Equities How investors can participate in the AI Boom
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.
23 July 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.
11 June 2024
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