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.
Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
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.
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.
How investors can participate in the AI Boom
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.
Why China over India?
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 set to outperform
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.
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.
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.
How much does January matter for year-long stock performance?
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.
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.
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
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.
Indian equities - the fundamentals, trends and beyond (Part 1)
India has become the top performer among emerging Asian countries.
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.
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.
Don’t give up on earnings in 2022
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.
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