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
- AI and datacenters: A new source of electricity demand
- Background screening: Unmasking a hidden threat
- 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
- Rules-based strategies
- 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
- Five key investment takeaways from COP27
- Q3 equity market outlook: too little, too late?
- Discipline pays off in China equities
- Net zero pathway: decarbonizing highly pollutive industries
- Don't count China equities out just yet
- Chapter three: What’s your next move in China investing?
- Final chapter: What's your next move in China investing?
- Chapter four: What’s your next move in China investing?
- Chapter two: What's your next move in China investing?
- Chapter one: What’s your next move in China investing?
- Why stay invested in emerging market equities amid war in Ukraine
- Q2 equity market outlook
- China Equities: The Case for Long/Short Investing
- Q1 equity market outlook
- Opportunities and risks on the road to Net Zero
- Asia Equities with Shou Pin Choo
- China equity market update with Bin Shi
- Conversation with Shou-Pin Choo — Asian equities Q&A
- China equities update
- The Inflation Debate
- Conversation with Max Anderl — A Shrinking labour force equals increased inflation, right?
- Asia Now
- Conversations with Max Anderl
- China equities 2021 outlook
- China 2021 - the investing outlook in 10 charts
- Asia small and mid caps in focus
- China equities: the alpha opportunity
- China's debt: how serious is it for markets and the economy?
- Digital transformation: think beyond the tech mega caps
- Emerging Markets: Beyond GDP Growth
- Dividends for yield-thirsty investors
- Are small caps taking big strides?
- Digital transformation: robots in the theatre
- Digital transformation heroes
- Smaller companies, larger returns?
- Chinese assets: diversification and return
- Want China but don't like risk?
- Embracing a socially-distant early cycle
- Where do we go from here for equities?
- View from ÃÛ¶¹ÊÓƵ Indexing
- China: out of lockdown - into recovery?
- Equities in a shut-down?
- ESG: A game changer?
- In pursuit of sustainable returns
- Coronavirus: what can we learn from China?
- Navigating the storm
- Coronavirus and emerging markets: ears-to-the ground
- ESG integration in active equities
- China consumers: driving the world economy
- The RMB Bloc
- China tech: new frontiers
- China and the gravity shift in global asset allocation
- 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
- Playing by the rules
- Driving the global economy and creating opportunities