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Maintaining focus in challenging markets
In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
Revisiting U.S. Growth in a Challenging Environment
The outlook for growth equities as market dynamics shift.
Global equities: focus on the predictable
Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.
Anatomy of a ‘good’ company
David Barker, analyst on the Pan European Equity Strategy managed by Jamie Ross, considers the detailed research process underpinning stock selection.
The Importance of Diversifying U.S. Equities Through an Uneven Recovery
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
Growth in the next phase of recovery
While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.
The market’s tug-of-war
Portfolio Manager Doug Rao explains why stock valuations and interest rates are engaged in an ongoing tug-of-war as investors evaluate the potential breadth and depth of the economic recovery.