Our expertise
Our equity investment teams have extensive expertise. Operating within small dynamic teams, we provide a range of strategies. From large, small and mid-cap, themes from growth to intrinsic value to quantitative, long and short, we have a wide range of solutions aimed at helping you achieve your outcomes in an increasingly changeable and challenging world.
Sustainability is built into our approach.
What sets us apart
Global scale and expertise
On-the-ground teams around the world seek to generate innovative ideas to help generate attractive risk-adjusted returns. We aim to meet your investment goals through global, regional and single country, as well as thematic strategies.
Trusted partner
We can work proactively with you, connecting you with insights, ideas and expertise so you can make informed decisions.
Sustainability integrated
Our equity strategies have a common ESG (Environmental, Social, Governance) integrated approach. In addition, we have a wide and growing range of Sustainable Focused and Impact strategies.
Latest insights
- Two paradigms: regulated utilities across the Atlantic
- AI vs. AI: the arms race in cyber space
- Finding Europe‘s elusive alpha
- Humanoids: the shape of future automation?
- A new path forward for China-US trade
- In volatile equity markets, low vol index strategies have shone
- Will AI doctors disrupt drug commercialization?
- AI and datacenters: A new source of electricity demand
- Income with dividends and option premiums
- Background screening: Unmasking a hidden threat
- Known unknowns of infrastructure investments
- AI-enabled robotics and automation
- The Red Thread – Diversification edition – Webinar
- Needles in haystacks
- Weight loss drugs – hope or hype?
- Fundamental investment
- The rise of natural refrigerants
- IT infrastructure – the backbone of digital society
- Biogas – an untapped source of renewable energy
- Using technology to tackle disability
- What can business leaders learn from space exploration?
- Q3 2024 equity market outlook
- The investor’s dilemma
- Magnificent moats?
- Megatrends and disruptive innovation
- A tug-of-war transition
- How does AI change drug discovery?
- Fighting the fake drugs challenge
- Uranium – a powerful element in energy transition
- Robotics today and tomorrow
- Q2 2024 equity market outlook
- How do electric vehicles affect global oil demand?
- Q1 2024 equity market outlook
- Expanding electric grids is essential for the energy transition
- Emerging market review and outlook – equities and fixed income
- Technology transforms the transplantation process
- Finding our voice: Active owners need to bring something to the table
- Can Chinese equities withstand a slowing economy?
- An entrepreneurial state
- A new game plan to invest in China
- Lithium-ion batteries: powering the future
- Recapturing the upside in income generation through covered calls
- Q4 2023 equity market outlook
- Integrating ESG into factor index solutions
- AI and the future of robotics and automation
- China: Will the recovery continue to misfire?
- The value of natural capital
- Artificial intelligence in education: AI + HI = ROI
- A decade after the taper tantrum, is it the emerging market’s time to shine?
- Q3 equity market outlook
- Mexico Street View: The nearshoring neighbor
- Latest insights on emerging markets equities
- Value-based care: how effective is it in lowering healthcare costs?
- The pulse on China’s economy and stocks
- Q2 2023 equity market outlook: Five key charts on equity market drivers
- Energy evolution: the transition from gray to green
- Banking sector stress, not a crisis
- From Poland to India: Our 2023 outlook for emerging markets equities
- Q1 2023 equity market outlook: Central banks raise recession expectations
- Identity and access management: guardians of the digital front door
- Edutainment and robotics are likely to become future megatrends
- The blood–brain barrier: the final frontier?
- Seeking future stock winners
- The evolution of 5G and its benefits for businesses
- Innovation at a discount
- Net zero pathway: decarbonizing highly pollutive industries
- The new digital life of a drug
- Dividends for yield-thirsty investors
- Are small caps taking big strides?
- Emerging markets equities – key facts
- China equities: A five-step guide for 2020
- Turning heads in Asia
- Opportunities in active equities
- Emerging markets equities – key facts
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Introducing our leadership team
Meet the members of the team responsible for ÃÛ¶¹ÊÓƵ Asset Management’s strategic direction.
