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.
European equities are trading at attractive valuations compared to other regional equity and fixed interest markets. 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
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.
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.
The economic success of China presents appealing investment opportunities in a broad range of sectors. Not only that, but efforts to loosen the reigns have enabled much easier access to its financial markets.
I often get asked about my team’s outlook, or our thoughts on “What’s the market going to do from here?”.
Even as COVID-19 decimated global car sales, China’s EV sales still managed to grow by 12% during 2020, accounting for roughly 50% of EV sales globally.
