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
Equity insights
Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
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
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
ETF US Equities monthly update
The month started out in familiar territory, with tech-driven momentum helping both the Nasdaq-100 and S&P 500 set new record highs after seven straight sessions of gains. However, the Nasdaq-100 gave back those early gains plus more, eventually ending July down 1.6%.
20 August 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
Market How much does January matter for year-long stock performance?
Is stock performance in January indicative of what performance will be for the full year? Our research shows that the “predictive power” of January has been overstated.
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
Investment Outlook CIO outlook: What are the investment opportunities for 2023?
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.
14 December 2022
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