Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
The 2025 equities outlook is improving. Balance sheets look healthy, and many stocks are attractively valued, though geopolitical risks remain. Find out more.
European equities are trading at attractive valuations compared to other regional equity and fixed interest markets. Find out more.
Ursula von der Leyen's new Commission aims to boost EU competitiveness by improving financial services and sustainable finance in the EU's five-year mandate.
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.
Asian and emerging market equities offer investors diversification benefits, with our strategies focused on ideas in unloved areas of the market. Find out more.
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.
There are countless investment opportunities in India, and we selected four fundamental trends that are worth long-term investors’ attention
Numerous studies indicate significant inefficiencies exist in China’s A-share market, presenting opportunities for active portfolio managers.
War, energy shocks and ‘apocalyptic’ inflation – things have escalated a lot since year-end. But what impact have these crises had on equity markets, and did our views materialise? We share our thoughts.
Markets seem reluctant to believe that earnings in Europe can grow at all in 2022. Our European equities team believes this provides more of an opportunity than anything else. Find out why.
The economic success of China presents appealing investment opportunities in a broad range of sectors. Not only that, but efforts to loosen the reigns have enabled much easier access to its financial markets.
I often get asked about my team’s outlook, or our thoughts on “What’s the market going to do from here?”.
Why we believe you should take a fresh look at emerging market local currency debt.
In China, we expect the domestic economy to fully recover and, at the same time, US-China tensions to continue for the foreseeable future.
