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.
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.
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.
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 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
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.
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.
The growing Asian middle class is a well-documented phenomenon. Unsurprisingly, as Asian consumers are becoming more affluent, they have an increased focus on quality of life.
Digitalization is very evident in Asia, and is becoming a larger component of GDP in many Asian economies.
We believe Asian consumer demand represents one of the most exciting consumer stories in investment history. Supported by a large population base and fast economic growth, Asia’s consumer economy is simply massive.
As their income levels rise, Asian consumers have become increasingly engaged with a breadth of experiences from travel and fine dining to extreme sports to enrich their lives.
Cities are important engines of economic growth. Increased population density leads to more transactions, higher levels of information and interactions, which leads to greater efficiency and productivity.
