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Equity Insights

We highlight themes and implications from our equity team to help guide your portfolio decisions.

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

Co-portfolio managers discuss lessons learned from the market upheaval in 2020 and shifts in portfolio positioning.

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Why now is the time for value stocks

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.

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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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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.

Read more

MORE EQUITY INSIGHTS

Global Equity Views 2Q21

Corporate profits have surged. High valuations temper our enthusiasm, but a wide gap between cheap and expensive stocks suggests plenty of opportunity for stock selection. U.S. small caps look set for further outperformance.

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Equity research in-depth: Remaking stakeholder relationships after COVID-19

The effects of the pandemic could remake relationships among corporations, stakeholders and the state in ways that could have important long-term implications.

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Equity Research: How Consumer Behavior Is Changing

The first in a new series of commentary from the Global Research team highlights changing trends in consumer preferences.

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