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...
10/06/2022 Equity Navigating an inflationary environment in US and global equi... Understanding the outcome of the May FOMC meeting and its market and implications.
3/06/2022 Equity A look under the surface of the first quarter earnings seaso... The excellent results of the first quarter also conceal weaknesses.
11/02/2022 Equity European equity market: the great value rotation and the div... Discover drivers and opportunties in the great rotation towards value stocks in Europe and the appeal of dividend stocks for income purpose.
7/05/2021 Equity SPACs: Beyond exuberance, back to reality SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.
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 inno... The rotation towards value is a key theme of our 2021 investment outlook.
10/07/2020 Equity Time to play a cyclical recovery in European equity Cyclical conditions are turning more positive for Europe.
28/04/2020 Equity Covid-19 will redesign sector opportunities amid gradual nor... The spread of coronavirus in Europe and the United States triggered a worldwide stock market crash in March, followed by a partial rebound.
8/01/2020 Equity Time for a flight to cyclical value in European equity When we look at equity markets for 2020, we see that value offers better opportunities than growth, as implied expectations are lower and therefore more...
20/09/2018 Equity European Equity: Combining value and quality in this new mar... We believe we have entered a mature stage of the financial cycle amid central bank monetary policy normalisation (more advanced in the US) and decelerating...
