Our expertise
Our equity investment teams operate in focused units with deep expertise across market segments and styles. We offer a comprehensive suite of strategies – including large- and mid-cap, growth, value, quantitative, long-short, and thematic approaches – designed to support diverse portfolio objectives in a dynamic and complex market environment.
What sets us apart
Global scale, broad offering
With investment teams located across key markets, we leverage global insights and local perspectives to generate differentiated ideas aimed at pursuing client investment objectives. Our strategies span global, regional, and single-country exposures, enabling investors to align portfolios with long-term structural trends.
Trusted partner
We work proactively with our clients, providing access to insights, investment ideas, and specialist expertise to support informed decision-making. Our collaborative approach is designed to help investors navigate complexity and pursue their investment objectives.
Sustainable capabilities
We are committed to providing our clients with an offering to meet their evolving sustainability needs. We offer a range of investment approaches across asset classes, including exclusions, screening, stewardship, ESG integration and customization.
Our strategies
We offer a broad and evolving range of equity solutions, including thematic investing, China and emerging markets exposure, sustainable investing, and scalable mass customization.
Our diversified asset base spans multiple regions, investment styles, company sizes, and thematic approaches.
Thematic investing
Learn about our dual approach to thematic equity investing.
Latest insights
- UK Equities – Beyond the AI turbulence
- Chinese equities: The next era of growth
- Positioning for growth
- Flash commentary: Venezuela
- Managed rivalry, emerging opportunity – China’s equity renaissance
- Chinese equities have more room to grow
- AI breakthrough in diagnosing heart disease
- Fundamental investment
- Mining in the shadows: cryptojacking exposed
- High-quality income in Switzerland’s zero interest rate environment
- Oil and gas
- A partnership to deliver breadth and depth on India equity
- Watching for a renaissance in China equities
- Two paradigms: regulated utilities across the Atlantic
- Finding Europe‘s elusive alpha
- Humanoids: the shape of future automation?
- A new path forward for China-US trade
- In volatile equity markets, low vol index strategies have shone
- AI and datacenters: A new source of electricity demand
- Background screening: Unmasking a hidden threat
- Known unknowns of infrastructure investments
- AI-enabled robotics and automation
- 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?
- Megatrends and disruptive innovation
- A tug-of-war transition
- How does AI change drug discovery?
- Fighting the fake drugs challenge
- Uranium – a powerful element in energy transition
- Robotics today and tomorrow
- Q2 2024 equity market outlook
- How do electric vehicles affect global oil demand?
- Q1 2024 equity market outlook
- Expanding electric grids is essential for the energy transition
- Technology transforms the transplantation process
- Finding our voice: Active owners need to bring something to the table
- A new game plan to invest in China
- Lithium-ion batteries: powering the future
- AI and the future of robotics and automation
- China: Will the recovery continue to misfire?
- The value of natural capital
- Artificial intelligence in education: AI + HI = ROI
- A decade after the taper tantrum, is it the emerging market’s time to shine?
- Critical materials for the energy transition
- Value-based care: how effective is it in lowering healthcare costs?
- The pulse on China’s economy and stocks
- The pulse on China’s economy and stocks
- Energy evolution: the transition from gray to green
- Identity and access management: guardians of the digital front door
- Edutainment and robotics are likely to become future megatrends
- The blood–brain barrier: the final frontier?
- Seeking future stock winners
- The evolution of 5G and its benefits for businesses
- Innovation at a discount
- The new digital life of a drug
Risks
- No capital protection. Investors may lose all or part of their investment.
- Equity markets can be volatile, which may impact performance in the short term.
- A slowdown in global economic growth could have a negative impact on portfolio companies and equity markets in general.
- Exposure to mid-cap securities may result in higher volatility and increased liquidity risk.
- Changes in laws, regulations, or political environments can impact markets or specific companies.
- Sustainability and ESG considerations may have an adverse impact on stock price performance.
