EQUITIES
European equities: An underappreciated source of global investment opportunity
European equities are often viewed through a narrow macro lens, driven...
Asia's structural tailwinds come into sharper view
Asia-Pacific has been the region most severely impacted by the energy supply...
Allocate with intent: Active equity strategies for changing markets
For asset owners, the key question is where and how active strategies can...
Is the Nikkei telling the full story of Japan's equities?
What does the TOPIX say that the Nikkei doesn’t?
Could it be time for a resurgence in quality?
Valuation spreads suggest quality style tailwinds may be near for non-US...
Hormuz, we have a problem. Do we?
Bond markets are pricing the war in Iran. Equity markets are not. That...
Is software the next hunting ground for value investors?
Given recent AI disruption fears and subsequent share price falls, should...
Three reasons to stick with growth stocks in rotating markets
Market forces that have challenged profitable-growth stocks could set the...
Preparing for regime change: The role of natural resources equities
Natural resources equities can mitigate vulnerability to equity market-regime...
How to recognize alpha potential in active equity portfolios
Big benchmark bets can backfire. Lower-risk strategies may better showcase...
European equities: Choosing firms that benefit from AI adoption and development
Greater dispersion in European markets may favour a selective investment...
China's AI evolution enters a new era
What investment opportunities could emerge as the country embraces ‘Agentic...
