Capabilities

Equities

We manage both active and passive capabilities that span regions and styles. With decades of experience, we offer a diverse range of strategies to meet your financial goals.

Equities

Equity strategies that suit your needs

Investors count on our proven approach to build highly active equity portfolios. We look for valuation opportunities in mispriced stocks and keep them until the market recognises what they are worth.

We have strategies to match your needs and long-term goals, whether that is growth, value, diversification, income, or total returns.

Rethink possibilities and explore our strategies from fundamental and factor-based equities to innovative exchange-traded funds (ETFs).

Fundamental equities

Fundamental equities

Learn more about our actively managed equities that span regions and styles.

Explore funds

Transcript

Related insights

  • ETF
    Global%20equity%20exposure%20without%20the%20concentration%20risk
    ETF

    Global equity exposure without the concentration risk

    By Dr. Christopher Mellor

    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.

    9 September 2024
  • Equities
    How%20investors%20can%20participate%20in%20the%20AI%20Boom
    Equities

    How investors can participate in the AI Boom

    By James McDermottroe

    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.

    17 May 2024
  • Equities
    Why%20China%20over%20India?
    Equities

    Why China over India?

    By William Lam

    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.

    8 April 2024
  • Equities
    Asian%20stocks%20set%20to%20outperform
    Equities

    Asian stocks set to outperform

    By Invesco

    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.

    4 April 2024
  • Equities
    Indian%20equities%20-%20the%20fundamentals,%20trends%20and%20beyond%20(Part%203)
    Equities

    Indian equities - the fundamentals, trends and beyond (Part 3)

    By Chandrashekhar Sambhshivan, Mike Shiao

    The Indian stock market has demonstrated robust growth, resulting in above-average valuations. Read on to learn the reasons behind this.

    5 March 2024
success failure

How can we help?

Let us know using this form and one of our specialist team will quickly get back to you.

How can we help?

Your contact information.

When you interact with us, we may collect information about you which constitutes personal data under applicable laws and regulations. Our privacy notice explains how we use and protect your personal data.

How can we help?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Frequently asked questions

They represent ownership of a company in the form of shares that let individuals participate in the firm’s profits and dividends. The prices of equities, also known as stocks, fluctuate on the open market based on the firm’s prospects, earnings, fundamentals, economic trends, and other factors. Stock owners can also typically vote in corporate elections and on other decisions related to the company.

Investors in equities may have several financial objectives, including long-term capital appreciation and attractive dividends. Although stock prices may fluctuate more than other asset classes, such as Treasury bonds, long-term investors hope to be rewarded for the risk with potentially higher returns. Equities are also seen as a way to preserve purchasing power by potentially keeping up with or outperforming inflation. Finally, investors may use equities to diversify a portfolio of other asset classes, including bonds and real estate.

While equities are traditionally seen as an asset class that could potentially generate long-term capital appreciation, investors should consider their risks. These risks include market volatility, declining share prices, economic weakness, and company-specific risks. Investors in equities risk losing part or all their investments based on stock price movements.

Investing in public equity involves publicly traded companies whose shares trade on stock exchanges, and they typically must disclose their earnings and other financial information quarterly. Public equities are generally seen as liquid because they are listed. Private equity, on the other hand, represents an investment in a company that is not publicly traded and may not disclose as much financial information. Private equity investments generally have lower liquidity and higher risk but the potential for higher returns.

When it comes to publicly listed companies, most individuals invest in common stocks, although preferred stocks are another type. Investors can also get exposure to equities through real estate investment trusts (REITs), exchange-traded funds (ETFs), mutual funds, and other managed vehicles.

  • Investment risks

    The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

    Important information

    Data as at 10 October 2023.

    This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

    Views and opinions are based on current market conditions and are subject to change.

    EMEA3634725/2024