Latest equities thinking
-
Rethinking retirement: Five trends redefining financial advisers’ retirement planning
31 Oct 2024
Retirement today looks quite different from previous generations. With longer life expectancy, fluctuating market conditions and higher costs of living, planning for it has become increasingly complex. In this article, we explore five reasons why financial advisers should rethink retirement to help clients secure their financial future.
-
Supercharge me: The power of network effects
5 Jul 2023
Network effects can boost a company’s growth and build durability – when combined with other strengths, argues Francois de Bruin.
-
Theory of reflexivity: How share prices can influence companies’ intrinsic value
12 Apr 2023
When markets fall, equity investors should become more constructive on the prospects for future returns. However, as prices fall, intrinsic value may be influenced. Discerning which factors drive this could help investors capitalise and avoid getting caught in value traps.
Discover our equities capabilities
Select from a broad range of actively managed funds focusing on growth, income or a combination of both from a variety of geographies and sectors.
Subscribe to AIQ
Receive our insights on the big themes influencing financial markets and the global economy, from interest rates and inflation to technology and environmental change.