Equity Insights
We highlight themes and implications from our equity team to help guide your portfolio decisions.
2021/01/15
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?
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.
Understanding the opportunity in Chinese equities