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In our third ActiveViews webcast of 2025, Portfolio Manager Arancha Cano joined Will Lockhart to share her insights on the implications for equity investors of the current macro environment. Will and Arancha explored whether recession or inflation is the biggest risk over the next year, whether tariffs have already affected the macro data and how investors can effectively navigate increasingly unreliable and conflicting information in their asset allocation and investment decision-making process.
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Rapid fire questions with Steven Angeli on quality growth equities
Equity Portfolio Manager Steven Angeli shares his views on market concentration, the opportunities in quality growth equities, and the most attractive opportunities both within and beyond AI.
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2027-07-31
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Asia Technology WellCovered: Fundamentals
From semiconductors to robotics and gaming, Asia is central to tomorrow's tech, yet it continues to trade at a discount versus global peers. Learn how Asia now offers a rare opportunity to access AI-driven growth and diversification at compelling valuations.
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2027-07-31
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Asia Tech WellCovered: Gaming
Asia’s gaming industry is entering a new phase of durable growth. Explore how Asia's gaming dominance is powered by IP ecosystems, recurring monetization, and AI-driven efficiencies.
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2027-07-31
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Asia Tech WellCovered: Semiconductors
Asia sits at the center of the AI supply chain. Explore why structural tightness across the semiconductor ecosystem is creating compelling Asia tech opportunities across the market-cap spectrum.
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2027-07-31
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Asia Tech WellCovered: Robotics
Robotics is moving from concept to necessity. Explore how structural demand for factory automation, the rise of physical AI, and Asia's — particularly Japan's — leadership in the space are reshaping the global automation industry.
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2027-06-30
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SpaceX IPO: 3 questions on what the next mega listing could mean for investors
SpaceX's IPO is set to be the largest in history. What does this mean for markets, investors – and subsequent IPOs?
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2027-05-31
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Growth outlook faces a new test: Inflation
Explore our latest views on risks and opportunities across global capital markets.
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2027-01-08
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Emerging markets: cyclical recovery or secular opportunity?
In this ActiveViews webcast Portfolio Managers Bo Meunier and Gillian Edgeworth explore whether emerging markets are at a turning point.
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2027-05-27
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Optimizing a small-cap allocation: Why the building blocks matter
Small-cap implementation matters. Explore how blending quant breadth with disciplined fundamental research can improve resilience.
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2027-05-31
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Putting long-term investing into context
Equity Portfolio Managers Yolanda Courtines and Sam Cox and Investment Specialist Fred Owens-Powell revisit the concept of long-term investing in an increasingly sentiment-driven market through two case studies.
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2027-05-07
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Monthly Market Review — May 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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