Large-cap

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1291781729
Article
7 min
Europe Equity Financials Wealth Program Global Industry Research Large-cap EMEA Article
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The power of local perspective: where next for European banks?

Global Industry Analyst Thibault Nardin explores how monetary policy divergence, technological disruption and sector consolidation are reshaping European banks, while creating potentially compelling opportunities for active investors.

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Thibault Nardin
Thibault Nardin
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7 min
Article
2025-08-31
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Mid Year Outlook Designs 4_sd_v2
Mid Year Outlook Designs 4_sd_v2
Article
9 min
Equity Small-cap Outlook EM equity Large-cap Mid-cap Article
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Beyond US large cap: Where now for equity investors?

How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch.

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Andrew Heiskell
Andrew Heiskell
Nicolas Wylenzek
Nicolas Wylenzek
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9 min
Article
2025-06-30
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Mid Year Outlook Designs 4_sd_v2
Mid Year Outlook Designs 4_sd_v2
Article
Outlook Equity Volatility Growth Cash-driven investing Asian Opportunities Emerging Market Development China Focus Equity Asia Technology Global Innovation Global Stewards EM equity Mid-cap Small-cap Large-cap Thematic solutions Market commentary Tactical allocation Active management Article
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Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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Multiple authors

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Article
2025-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Quick Take
Macro and market Large-cap Equity Volatility Inflation USA Quick Take
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What does an equity market bottom look like?
Applying a historical analysis to today's market, Multi-Asset Portfolio Manager Nick Petrucelli believes US equities have not yet found a near-term bottom.
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Nick Petrucelli
Nick Petrucelli
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Quick Take
2022-11-30
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668800361
668800361
Article
Outlook Fixed income Equity Factors Multi-manager solutions Large-cap Inflation Value vs growth Monetary policy Volatility Manager selection Article
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Mid-2022 Asset Class Outlook
We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.
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Multiple authors

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Article
2023-07-31
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