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.
October 7, 2024
Equity insights
Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
Equities Von der Leyen’s Commission to boost EU competitiveness through financial services
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.
October 3, 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.
September 9, 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.
August 1, 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.
June 11, 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.
March 5, 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.
February 19, 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.
February 1, 2024
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
January 5, 2024
Investment Outlook Equities investment outlook: our equity market predictions for 2024
It’ll be a challenging backdrop for equities in 2024. From an investment perspective, company fundamentals are likely to become more important. Read our investment outlook for more.
December 4, 2023
Equities Indian equities - the fundamentals, trends and beyond (Part 1)
India has become the top performer among emerging Asian countries.
November 29, 2023
Equities What is the optimal allocation to quant strategies for China A-share investors?
Numerous studies indicate significant inefficiencies exist in China’s A-share market, presenting opportunities for active portfolio managers.
May 29, 2023
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.
December 14, 2022
Equities Equities: War, energy shocks and ‘apocalyptic’ inflation – finding opportunities amid uncertainty
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.
June 15, 2022
Equities Asian opportunities amid uncertainty
William Lam, co-Head of the Asia & Emerging Markets Equity team, outlines his views on where the best opportunities lie within the Asian equity markets.
