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.
We manage US$900+ billion in equity strategies for our clients.
Our 17 teams of investment professionals cover US, global, Asia and emerging markets.
Our locations provide local knowledge with a global perspective.
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).
Learn more about our actively managed equities that span regions and styles.
Our exchange-traded funds (ETFs) provide you with access to a wide range of global equity markets, designed to track the performance of leading stock indices.
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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.
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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.
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.
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.
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