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.
While most standard equity benchmarks weight their constituents according to market capitalisation, an equal-weighted approach can sometimes make more sense. Discover more about equal-weight and how to gain broad equity exposure without the concentration risk.
Key things impacting the outlook for global equities in 2025: Donald Trump, artificial intelligence (AI) and ‘hangover stocks’.
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.
Discover the potential of equal weight strategies and how they could offer enhanced diversification.
The 2025 equities outlook is improving. Balance sheets look healthy, and many stocks are attractively valued, though geopolitical risks remain. Find out more.
Thematics funds provide diversified exposure to specific themes or trends, regardless of traditional sector classifications. Discover more in our latest article.
The Indian equity market is poised for significant growth, and we believe performance will be supported by strong corporate earnings and GDP figures. Find out more.
European equities are trading at attractive valuations compared to other regional equity and fixed interest markets. Find out more.
The second instalment of our thematic sustainability blog series discusses what a circular economy is. We look into what’s required for it to be successful, and how it can generate unique investment opportunities.
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