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
Equity insights
Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
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
ETF US Equities Quarterly update
Q3 2024 was certainly eventful, with the replacement of Biden as Democratic presidential candidate, a sharp sell-off in July extending into August and an interest rate hike by the Bank of Japan, to name a few. Read our quarterly US equities update to find out more.
25 October 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
ETF Global equity exposure without the concentration risk
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.
20 September 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
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.
5 March 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.
19 February 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.
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
5 January 2024
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