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.
Thematics funds provide diversified exposure to specific themes or trends, regardless of traditional sector classifications. Discover more in our latest article.
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.
European equities are trading at attractive valuations compared to other regional equity and fixed interest markets. Find out more.
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.
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.
William Lam, Co-Head Asian & EM Equities shares insights from the team on why they believe there is a contrarian opportunity in being overweight China and underweight India.
Asian stocks, as a group, have underperformed relative to other stock markets in recent years. According to Invesco's Asia-focused fund manager, there is reason for investors to refocus their attention on the region.
The Indian stock market has demonstrated robust growth, resulting in above-average valuations. Read on to learn the reasons behind this.
In Korea, corporate governance reforms look set to tackle the ‘Korea discount’ and improve shareholder returns and stock valuations. Find out more.
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.
Emerging markets ex China are offering investors substantial opportunities, helping them diversify portfolios and reduce country concentration risk. Find out more.
There are countless investment opportunities in India, and we selected four fundamental trends that are worth long-term investors’ attention
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.
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.
Let us know using this form and one of our specialist team will quickly get back to you.
