After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
Portfolio Manager Luke Newman highlights the strategic opportunities and potential risks for absolute return strategies in 2025.
Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.
Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.
In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
Nick Sheridan highlights the appeal of global small caps in 2025 for portfolio diversification, growth potential and attractive valuations.
The factors driving momentum in small-cap equities and our view on what’s ahead.
The factors driving an extended insurance pricing cycle in the U.S. and how to navigate the growth opportunities and risks present in this evolving landscape.
Why investors looking to diversify equity portfolios may want to consider these long-discounted financials.
After years of underperformance, non-U.S. equity markets look poised for better returns.