EQUITIES

Robust. Fundamental. Dynamic.

Our teams exercise independent thought with high conviction, resulting in portfolios positioned to address a range of investment needs - all within robust risk control frameworks.

vd-icon_Currency_CashUSD

no data
Equities Assets Under Management

vd-icon_People_3_Group v3

153
Equities Investment
Professionals

vd-icon_Bulleye_Target v3

19
Average Years' Financial
Industry Experience

As at no data

 

<span class="notranslate">no data</span>

no data
Equities Assets Under Management

 

149
Equities Investment
Professionals

 

20
Average Years' Financial
Industry Experience

 

 

As at no data

US large-cap equities: Focus shifts to earnings delivery

Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.

Technology stocks: AI giving the tech ‘vampire’ superpowers

As the AI tailwind begins to mature in 2025, Alison Porter says investors in technology stocks should recognise that waves are lengthy and be prepared for higher volatility.

Despite political headwinds, healthcare stocks stay anchored to innovation

Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.

Insights

Subscribe for relevant insights delivered straight to your inbox.