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
3/06/2022 Equity A look under the surface of the first quarter earnings season The excellent results of the first quarter also conceal weaknesses.
11/02/2022 Equity European equity market: the great value rotation and the dividend appeal 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 innovation, quality and ESG improvement The rotation towards value is a key theme of our 2021 investment outlook.