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Equities

  • 27/05/2020
    Why a systematic fundamental analysis is key for Global Equities
    Aoifinn Devitt
    We explore our Global Equities team’s unique investment style and whether their philosophy has changed during the coronavirus pandemic.
  • 20/05/2020
    Gemologist: can we adapt to a new climate normal?
    Gary Greenberg
    Climate change will test our ability to avoid mortal danger more than ever before. Humanity’s ability to adapt, something we have excelled at, must again come to the fore.
  • 20/05/2020
    Global Emerging Markets: ESG Materiality, Q2 2020
    Elena Tedesco
    How will the coronavirus impact workers in emerging markets?
  • 11/05/2020
    Selecting survivors: an attractive entry point for US small caps
    Mark Sherlock
    Value stocks tend to outperform from the bottom of a bear market and in a rising interest-rate environment, as do smaller companies.
  • 05/05/2020
    The coronavirus crisis: hitting the reset button
    Aoifinn Devitt
    It is time to push the pause button and reset our expectations for the remainder of the year.
  • 24/04/2020
    Global emerging markets: virus valuations
    Kunjal Gala
    Emerging-market companies trading at significant discounts to their intrinsic value