Equity Insights

Portfolio Manager Insights

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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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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