PM Corner: In conversation with the International Equity Group
Co-portfolio managers discuss opportunities in international equity in the midst of market volatility and recent underperformance.
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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 Giri Devulapally
Growth stocks have been at the epicenter of market volatility, but we still see opportunities over the long term.
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PM Corner: Value vs. Growth investing with Joyce Weng and Ian Butler
With the rise in inflation and interest rates, value tends to outperform growth stocks. Read more about the historical overview of value vs growth investing.
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PM Corner: Sustainable Investing with Andrew Stern
U.S. Sustainable Leader’s Andrew Stern discusses our approach to sustainable investing and the opportunities he sees today.
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PM Corner: In conversation with Scott Davis
A U.S. equity portfolio manager makes the case for quality cyclicals and explains how he manages around the mega cap tech stocks.
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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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PM Corner: In conversation Susan Bao
A J.P. Morgan U.S. equity portfolio manager discusses value vs. growth, and the tug of war between earnings and inflation.
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PM Corner: In conversation with the U.S. Equity Value team
The U.S. Equity Value team discusses shifts in portfolio positioning and lessons learned from market upheaval in 2020.
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PM Corner: In conversation with Giri Devulapally
Growth stock investor Giri Devulapally discusses shifts in portfolio positioning and reaffirms his view that we're in the early innings of a secular bull market.
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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.
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?
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PM Corner: In conversation with the International Equity Group
Co-portfolio managers discuss opportunities in international equity in the midst of market volatility and recent underperformance.
Read more
What’s rattling emerging market equities and where they may go from here
Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.
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Investing in China amid a changed regulatory paradigm
How might investors best capture the China opportunity? Explore the risks and opportunities of investing in alignment with China’s strategic policy objectives.
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