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The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed.
We’re finding many ideas across the US equity market and building a disciplined and balance portfolio to get through any macroeconomic outcome
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Insights Posts
There is more than one way to approach growth equities
Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities beyond the dominant market narrative.
6
min
Article
2026-04-30
Sacrificing stocks on the altar of trade
Brij Khurana discusses the Trump administration's new stance on trade and its impact on the US economy, global markets and asset prices.
5
min
Article
2026-04-30
How stewardship can bring perspective amid uncertainty
Portfolio Manager Yolanda Courtines, Investment Director Alex Davis and Investment Specialist Fred Owens-Powell examine how a stewardship perspective can help equity investors uncover opportunity amid uncertainty.
7
min
Article
2026-05-31
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Chart in Focus: Can this equity bull market last?
Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.
Multiple authors