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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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AI stocks after the sell-off: why the long-term investment case may remain intact
Portfolio Manager Yash Patodia shares his perspectives on why recent volatility may be a positioning-driven unwind — not a broken thesis — and where selective, long-term opportunities are emerging across semiconductors and the wider AI value chain.
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2029-08-31
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Corporate governance: still a key driver for Japanese equities
Macro Strategist Nicolas Wylenzek and ESG Analyst Calista Lee explore how ongoing corporate governance remains a key driver of Japanese equities and set out key implications for investors.
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2027-08-15
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Pricing power: a growing differentiator among European equities
Equity Portfolio Manager Thomas Horsey, Investment Director Alex Davis and Investment Specialist Arthur Lui examine why pricing power is becoming a growing differentiator among European equities.
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2027-08-26
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Rapid fire questions with Naveen Venkataramani on Asian quality dividends (Part 2)
Not all dividend stocks are created equal. Equity Portfolio Manager Naveen Venkataramani explains how the team identifies quality dividend companies across Asia, the high-conviction opportunities that stand out today, and the key risks on the horizon.
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2027-07-31
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Rapid fire questions with Naveen Venkataramani on Asian quality dividends (Part 1)
Equity Portfolio Manager Naveen Venkataramani shares why recent market movements may not tell the full story of Asia's investment opportunity set, and why quality dividend investing can be a compelling way to navigate the region.
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2027-07-31
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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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Preparing for a shift in US exceptionalism
Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek explore the evolving nature of US exceptionalism in their 2026 midyear equity outlook.
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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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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 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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Monthly Market Review — July 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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