3/12/2024 Equity What is in store for tech? Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.
24/07/2024 Equity The Artificial Intelligence revolution: sector perspectives Explore how the AI revolution is transforming industries. Understand which sectors will thrive and gain a competitive edge by investing in AI technologies.
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...
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...