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Showing 10 of 12 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

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event January 2025
5 min
Article
2026-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Time to get active? 5 equity investment ideas for 2025

As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.

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event December 2024
10 min
Article
2025-12-31
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97970762
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Strong fundamentals, attractive valuations: Why the time may be right for active biotech investing

From solid fundamentals to supportive macro conditions, learn why our biotech experts believe the industry may be ready to run.

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event October 2024
8 min
Article
2025-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Breaking concentration: big picture thinking with small-cap equities

How to overcome the risks associated with today's concentrated market? Investment Director John Mullins explores why small-cap equities could be part of the answer.

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event July 2024
6 min
Article
2025-07-31
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Beyond US large cap: Where now for equity investors?

How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch.

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event June 2024
9 min
Article
2025-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Factors to consider when allocating to US small-cap stocks

From avoiding "junk" to holding on to "graduates," members of our Fundamental Factor Team share their research insights on the pursuit of alpha in the small-cap space.

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event June 2024
18 min
Whitepaper
2026-05-31
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What could change the trajectory of value stocks?

Head of Multi-Asset Strategy Adam Berger and Equity Portfolio Manager Nataliya Kofman discuss “resilient” value stocks, disruptive themes, and attractive sector- and country-level opportunities.

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event May 2024
7 min
Article
2025-05-31
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Small-cap stocks: Watching for mean reversion, technology diffusion, and the next inflection point

Our experts discuss factors that could help small-cap stocks rebound and the search for winners in this inefficient segment of the market.

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event May 2024
8 min
Article
2024-12-31
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4 equity themes: Budding opportunities in small caps and more

Our expert highlights 4 areas where he sees opportunity in global equity markets.

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event April 2024
3 min
Article
2025-04-30
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1370464429
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A turning point for US small caps

Myth busting US small caps: why now could be a compelling entry point for the asset class.

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event April 2024
18 min
Article
2025-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.