Tap into Equity Potential
Global equity markets should post attractive, though moderate, returns as we move forward. Valuations are extended, but that alone doesn’t necessarily signal a correction. The corporate sector remains on sound footing, and solid earnings growth provides continued support.
US: Promising Environment for Consumption
Valuation Landscape Requires Active Approach
Be Active with Conviction in Your Equity Exposure
The equity landscape seems favorable to active management and high-conviction investing approaches. Correlations between individual stock returns are below their pre-financial-crisis average, so stock returns aren’t traveling in lockstep as much as they were. This provides opportunities to distinguish between winners and losers.
Concentrated US Equity
A concentrated portfolio of companies that offer long-term growth potential and attractive prices.
Hear from the PM
US Small and Mid-Cap Portfolio
Offers exposure to the attractive return potential of SMID-cap stocks
Thematic Research Portfolio
Pursues opportunistic growth by investing in a global universe of companies that may benefit from innovation