The case for US growth...
We expect large growth stocks to continue to outperform other asset classes and the broader US equity market, even as…
12/12/24
Equity
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Article
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Article
The outlook for US small...
The outlook for US small-capitalisation stocks looks better now than it has for several years. The main reasons include the…
15/11/24
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Article
US presidential elections 2024 -...
Donald Trump has officially been elected as the 47th president of the United States (US). Importantly for the markets, it…
06/11/24
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White paper
Artificial intelligence is everywhere
The capabilities of artificial intelligence are advancing with the investment focus expanding from computing power to include additional layers of…
01/11/24
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White paper
Aligning investments with the Paris...
Institutional investors are increasingly focusing on aligning portfolios with net zero emissions targets. Here, we present two strategies – the…
31/10/24
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Podcast
Talking Heads – Systematic investing...
Capturing drivers of stock performance via ‘factors’ such as value or low volatility and investing in them systematically continues to…
22/10/24