Latest equities thinking
-
AI and beyond: Opportunities amid tech turbulence
3 Apr 2025
In the second of our global equity sector hub discussions, Josep Bori, technology sector hub lead, explains where the team is finding its strongest investment convictions in artificial intelligence and beyond.
-
2025 voting trends: Four themes to watch
17 Mar 2025
As AGM season gets under way, we look at the key trends that will shape resolutions and lay out our guiding principles for voting.
-
Mix and match: The questions and charts that matter to multi-asset investors
24 Feb 2025
Are global equities as diversified as they seem? Can bonds offer reliable protection? Do alternatives enhance the risk-return profile? In this article, we examine these questions and what they mean for investors navigating today’s complex market.
-
Tech’s tightening grip: What rising US stock concentration means for equity investors
8 Apr 2024
Soaring technology share prices have driven US stock market concentration to unprecedented levels and pushed the US market to a record premium relative to other markets. While both trends could persist, investors need to be aware of the implications, argues Joao Toniato.
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.
