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Equity Insights

We highlight themes and implications from our equity team to help guide your portfolio decisions.

Portfolio Manager Insights

PM Corner: In conversation with Rebecca Jiang

China Fund Portfolio Manager Rebecca Jiang discusses navigating the COVID pandemic as an investor, some of the challenges in China and her most influential early-career lessons.

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Why now is the time for value stocks

15-01-2021

In a wide-ranging conversation, Mid Cap Value and Value Advantage portfolio manager Jonathan Simon discusses the prospects for value equities, identifies investment opportunities and examines the value vs. growth debate in asset allocation.

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Let's dig a little bit deeper. One of the sayings that we hear in a bull market is, "A rising tide lifts all boats." What observations would you share on, a rising tide lifts all boats?

MORE EQUITY INSIGHTS

Global Equity Views 3Q21

Corporate profits have surged. High valuations temper our enthusiasm, but a wide gap between cheap and expensive stocks suggests plenty of opportunity for stock selection. U.S. small caps look set for further outperformance.

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