With decades of experience managing equities portfolios, we offer a broad range of investment solutions across the risk-return spectrum.
View our latest equities investment insight and opinion
Here, our equities investment experts share our latest thinking on the current investment environment. Find out the factors and themes that we are monitoring and how this is being reflected across the portfolios we manage.
You can also find the latest monthly outlook from the team. This forward-looking summary includes an overview of recent market movements, as well as an outlook for all major regions around the world. You will also find our regional and sector earnings forecasts and an update from our trading desk.
Chart Room: The return of 60/40?
After getting upended for much of Covid era, the historically negative correlation between bonds and equities is showing signs of being restored, reviving notions of the traditional 60/40 portfolio.
Chemicals destocking: cross-asset analysts remain positive on 'unprecedented' cycle
Poor performances from chemicals firms can be the precursor to a wider economic downturn. But we believe the industry is within a long-running destocking trend which it is well-placed to withstand.
Why equity investors are rediscovering Japan
Investors being under-allocated in Japanese stocks risk missing out on the steady transformation that’s unfolding in Japan amid striking improvements in corporate earnings yields and capital returns.
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