Equity Insights
We highlight themes and implications from our equity team to help guide your portfolio decisions.
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?
Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.
How might investors best capture the China opportunity? Explore the risks and opportunities of investing in alignment with China’s strategic policy objectives.