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
- Watching for a renaissance in China equities
- 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
- 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
- The Red Thread – Diversification edition – Webinar
- Needles in haystacks
- Weight loss drugs – hope or hype?
- The rise of natural refrigerants
- Using technology to tackle disability
- What can business leaders learn from space exploration?
- Q3 2024 equity market outlook
- The investor’s dilemma
- Magnificent moats?
- A tug-of-war transition
- How does AI change drug discovery?
- Fighting the fake drugs challenge
- Q2 2024 equity market outlook
- Q1 2024 equity market outlook
- Emerging market review and outlook – equities and fixed income
- 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
- Q4 2023 equity market outlook
- Integrating ESG into factor index solutions
- China: Will the recovery continue to misfire?
- 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
- The pulse on China’s economy and stocks
- Five key charts on equity market drivers
- 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
- Net zero pathway: decarbonizing highly pollutive industries
- Chapter three: What’s your next move in China investing?
- 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