Equity Insights
We highlight themes and implications from our equity team to help guide your portfolio decisions.
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.
U.S. Sustainable Leader’s Andrew Stern discusses our approach to sustainable investing and the opportunities he sees today.
A U.S. equity portfolio manager makes the case for quality cyclicals and explains how he manages around the mega cap tech stocks.
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.
A J.P. Morgan U.S. equity portfolio manager discusses value vs. growth, and the tug of war between earnings and inflation.
The U.S. Equity Value team discusses shifts in portfolio positioning and lessons learned from market upheaval in 2020.
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.
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.