6/03/2023 Equity European equities are favoured in a fragile earnings outlook Q4 2022 was the first quarter of YoY profit declines for the United States, while Europe has held up better. In the United States, Big Tech-related sectors...
10/06/2022 Equity Navigating an inflationary environment in US and global equities Understanding the outcome of the May FOMC meeting and its market and implications
27/04/2021 Equity Why now is the time for active management in US equities We believe now may be the best time in recent history to invest with an active approach in US equities. Passive indices outperformed active managers in...
9/03/2021 Equity The unique time for US value: rotation from growth plus innovation, quality and ESG improvement The rotation towards value is a key theme of our 2021 investment outlook.