With macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Balancing uncertainty and optimism
The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
European smaller companies outlook
Valuations are increasingly attractive, supporting the case for renewed outperformance of small cap stocks.
European smaller companies outlook
Valuations are increasingly attractive, supporting the case for renewed outperformance of small cap stocks.
‘Higher for longer’ rates will curb inflation, so quality is the way to go
Interest rates are at or close to a peak, but will remain higher for longer. Recession in the US remains likely, much more so than in Europe. We think European equities may once again outperform the US.
Gezondheid en welzijn – langer en gezonder leven
Een eeuw lang maakte de levensverwachting flinke sprongen, maar nu vlakt de stijging af. Hoe komt dat? En welke bedrijven kunnen deze trend omkeren?
Japan Equity: a strong track record in an exciting market
Why investors are excited about Japan and why, ahead of the launch of the Japan Equity SICAV launch, we have five unique selling points for our Japan capability.
European Select strategy: the case for quality investment
2022’s value rotation was a headwind for high-growth areas such as technology, in which the European Select strategy has greater weightings.
Greece: the making of a turnaround story
The beginnings of an unlikely economic turnaround in Greece – and new opportunities for investors – have mostly gone under the radar
ESG Viewpoint: A deep dive on Japan’s low carbon transition
Japan’s decarbonisation journey – we’re engaging companies on climate-related risks