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Three reasons to stick with growth stocks in rotating markets
Three reasons to stick with growth stocks in rotating markets
Market forces that have challenged profitable-growth stocks could set the stage for a recovery.
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Professional Investors
Preparing for regime change: The role of natural resources equities
Preparing for regime change: The role of natural resources equities
Natural resources equities can mitigate vulnerability to equity market-regime shifts. The asset class...
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Professional Investors
How to recognize alpha potential in active equity portfolios
How to recognize alpha potential in active equity portfolios
Big benchmark bets can backfire. Lower-risk strategies may better showcase real stock-picking skill....
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Professional Investors
European equities: Choosing firms that benefit from AI adoption and development
European equities: Choosing firms that benefit from AI adoption and development
Greater dispersion in European markets may favour a selective investment approach.
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Professional Investors
China's AI evolution enters a new era
What investment opportunities could emerge as the country embraces ‘Agentic AI’?
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Professional Investors
Conflict keeps Europe cautious
Conflict keeps Europe cautious
Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East...
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Why now for global technology investing?
Why now for global technology investing?
Exploring the case for an active, research-driven global equities approach.
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Professional Investors
Small but mighty: The defensive power of smaller companies
Small but mighty: The defensive power of smaller companies
Are smaller companies an underappreciated diversification tool?
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Professional Investors
Identifying the real opportunities in AI
Identifying the real opportunities in AI
Which stocks have surprisingly high exposure to the AI boom?
Professional Investors
Nikkei rally driven by tech sentiment
Nikkei rally driven by tech sentiment
The record surge reflects the tech capex boom more than the yen’s weakness.
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Professional Investors
Can value stocks offer resilience to AI disruption?
Can value stocks offer resilience to AI disruption?
Value companies tend to either benefit or buffer as AI uncertainties play out.
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Professional Investors
Natural resources equities vs. commodities: understanding the structural advantages of equity exposure
Natural resources equities vs. commodities: understanding the structural advantages of equity exposure
Investors typically access natural resources through either commodities or equities, but the outcomes...
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