Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
Find out what objectives a systematic active approach might aim to achieve and how an equity ETF using this strategy fits in between pure passive and traditional active management.
Emerging market stocks could benefit from changing consumer habits, an emphasis on dividends and share buybacks, Governments across emerging markets’ commitment to technology leadership.
Mastering the basics of investment strategies is key to building wealth. Learn about index funds, core-satellite approaches, and more.
Stephen Anness, Head of Global Equities, shares some lessons learnt from the previous drawdowns we’ve experienced in order to help investors navigate the ongoing market volatility.
We assess what President Trump’s “Liberation Day” tariffs might mean for US and global markets, European and UK equities, and more.
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.
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.
Key things impacting the outlook for global equities in 2025: Donald Trump, artificial intelligence (AI) and ‘hangover stocks’.
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.
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.
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