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    1. Equity Insights

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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 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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    Why now is the time for value stocks

    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.

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    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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    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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