Andrew Heiskell Profile
Andrew Heiskell
Equity Strategist
Boston

Insights By Andrew Heiskell

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Outlook Equity Volatility Growth Cash-driven investing Asian Opportunities Emerging Market Development China Focus Equity Asia Technology Global Innovation Global Stewards EM equity Mid-cap Small cap Large cap Thematic solutions Market commentary Tactical allocation Active management Article
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Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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Andrew Heiskell

Nicolas Wylenzek

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Article
2025-12-31
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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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Growth Small cap Economic cycle Content CoE Program Global Program Thematic solutions Equity Active management Asset allocation Article
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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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Andrew Heiskell

Nicolas Wylenzek

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10 min
Article
2025-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
podcast
Small cap Interest rates Macro USA Equity Fundamental equity Podcast
Why small caps are looking big again
Small-cap stocks have experienced a historic rotation in response to recent macro jolts. In the latest episode of WellSaid, equity strategist Andy Heiskell joins host Thomas Mucha to discuss his outlook for small companies in this environment.
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Andrew Heiskell

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23:48 min
Podcast
Mid Year Outlook Designs 4_sd_v2
Equity Small cap Outlook EM equity Large cap Mid-cap Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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By

Andrew Heiskell

Nicolas Wylenzek

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9 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Equity Small cap Value vs growth Tactical allocation Growth Fundamental equity Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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By

Andrew Heiskell

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3 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.
1370464429
Small cap Equity Value vs growth Macro and market Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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Multiple authors

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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.
Mid Year Outlook Designs
Outlook Fundamental equity EM equity Large cap Small cap Equity USA APAC China United Kingdom Emerging markets Growth Asset allocation Volatility Interest rates Economic cycle Article
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Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year. 

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By

Andrew Heiskell

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Article
2024-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Equity Volatility Macro and market Inflation Economic cycle Interest rates Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

New market regime, a new environment for global equities?

Global Equity Strategist Andrew Heiskell characterizes the new market regime, makes a case for shelving the old investment playbook, and shares potential investment implications for equity markets. 

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By

Andrew Heiskell

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Article
2024-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Bank liquidity Volatility Interest rates Business practices USA Financials Equity Quick Take
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US banking system: Three pressing questions

Equity Strategist Andrew Heiskell asks three questions investors ought to ask when it comes to the recent US banking system volatility.

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Andrew Heiskell

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Quick Take
2024-04-30
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