Follow our equity investment teams as they navigate the latest trends and news that will drive future alpha opportunities.
Where you’ll find the cheapest and most expensive stock markets in the world
Find out what regional stock markets look cheap or expensive and learn from our experts about investing opportunities and risks around the world.
European equities: Back to politics, navigating these challenges with active investing
Active European equity investing is helping to navigate the complex nature of politics in the region. Find out more.
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.
Von der Leyen’s Commission to boost EU competitiveness through financial services
Ursula von der Leyen's new Commission aims to boost EU competitiveness by improving financial services and sustainable finance in the EU's five-year mandate.
UK equities: and now for something completely different
UK equities present distinct and attractive opportunities for both domestic and global investors. Discover why they shouldn't be overlooked.
Finding investment opportunities in global equities
Investing in global equities gives investors a simple way to build a diversified stock portfolio that can perform in different market conditions. 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.
For Asia and emerging markets, we believe taking a contrarian approach can pay dividends
It might seem confusing to buy assets that are out of favour, while selling those that are popular. But if you want to get value out of what you buy, it helps to take a contrarian approach.
US Equities monthly update
The month started out in familiar territory, with tech-driven momentum helping both the Nasdaq-100 and S&P 500 set new record highs after seven straight sessions of gains. However, the Nasdaq-100 gave back those early gains plus more, eventually ending July down 1.6%.
UK equities: Q2 2024 market review and outlook
In this video, fund manager Martin Walker discusses what has been happening in UK markets, economic news and recent fund performance, plus his outlook for UK equities.
Asian and emerging market equities: Where next for investing?
Asian and emerging market equities offer investors diversification benefits, with our strategies focused on ideas in unloved areas of the market. Find out more.
UK smaller companies: Q2 2024 market review and outlook
Q2 2024 saw improved sentiment in UK markets and an outperformance of small companies versus large. In this video, fund manager Robin West discusses UK inflation, interest rates and portfolio performance, and how he sees the economy and market progressing in the second half of 2024.
European Equities: a transition mindset on sustainable investing
Our Transition approach is built on engaging with the largest emitters and a focus on a like-for-like absolute emission reduction.
UK smaller companies: Where others see small, we see extraordinary
In this video recorded at a private investor conference, fund manager Robin West sets out why UK smaller companies deserve closer attention with insights on some of the extraordinary businesses in the portfolio.
Global equities: Union Pacific Railroad – a track record that transcends inflation concerns
Investors who try to anticipate which businesses, industries and sectors might gain from the pronouncements of the US Federal Reserve are likely to lose plenty of sleep – and possibly more besides. We’re more interested in stocks that are capable of thriving throughout economic cycles.
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