Equities

UK equities: time to get active?
Equities

UK equities: time to get active?

The outlook for UK equities may seem gloomy, but we believe it is possible for active managers to...

By Matthew Courtnell

15 Sep 2020

3 min read

Is US tech concentration a House of Cards?
Joseph Firth
Equities

Is US tech concentration a House of Cards?

Exploring the unintended consequences of the concentration conundrum on diversification via globa...
By Joseph Firth
10 Aug 2020
3 min read
Is it finally the time for value to shine?
Lars Kreckel
Equities

Is it finally the time for value to shine?

Value stocks may be facing a ‘now or never’ moment.  
By Lars Kreckel
03 Aug 2020
3 min read
Running with the bulls
Christopher Jeffery
Equities

Running with the bulls

Today should have been the end of the traditional ‘Running of the Bulls’ in Pamplona, but the...
By Christopher Jeffery
14 Jul 2020
3 min read
Show me the money!
Equities

Show me the money!

Wirecard is just the latest in a series of corporate scandals that demonstrate why we believe...

By Gavin Launder

02 Jul 2020

3 min read

Cyclical or not, market leadership matters most
Matthew Courtnell
Equities

Cyclical or not, market leadership matters most

Investors can debate the merits of equity styles and factors, but ultimately we believe market...
By Matthew Courtnell
16 Jun 2020
3 min read
Tech’s appeal: five little-discussed reasons to like tech stocks
Equities

Tech’s appeal: five little-discussed reasons to like tech stocks

The long-term structural bull case for the technology sector and the relative strength of several...
By Lars KreckelEmiel van den Heiligenberg
12 May 2020
3 min read
Giving the unlovables a chance
John Roe
Equities

Giving the unlovables a chance

Amid so much uncertainty, crowded positions can be particularly risky. I explain why we are...
By John Roe
07 May 2020
6 min read