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Insights By Andrew Heiskell
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Article
7 min
Broadening underway? 6 equity ideas for 2026
Andrew Heiskell and Nicolas Wylenzek see 6 key themes ahead for equity investors in 2026, including the durability of the AI investment cycle, the broadening of earnings growth beyond mega-caps, the potential for renewed value in international diversification and the growing need for equity investors to rethink risk hedging beyond bonds.
7 min
Article
2026-12-31
Article
3 min
Chart in focus: What tech in 2000 teaches us about tomorrow
In this Chart in Focus, Equity Strategist Andrew Heiskell illustrates what 2000s tech can teach us about AI and innovation today and tomorrow.
3 min
Article
2026-11-30
Article
5 min
Rotations and reallocations: Rethinking equities
Since April's Liberation Day, equity markets have recovered losses and appear to be on an upwards trajectory. But under the surface of the highs, argues Equity Strategist Andrew Heiskell, is a market and an economy looking for direction. Why is the economy so stuck?
5 min
Article
2026-10-31
Article
4 min
AI isn’t like other tech cycles — and investors may need a new approach
AI may dominate headlines and strategy decks but people may still be underestimating its potential for disruption. What makes AI so different to other tech cycles?
4 min
Article
2026-07-31
Article
6 min
Beyond US exceptionalism: where now for equities?
It might feel like the narrative of US exceptionalism has only been questioned in recent months — particularly in the wake of Liberation Day — but we see Trump’s tariff announcements as the clearest signal yet of a shift that has already been underway for nearly a decade.
6 min
Article
2026-06-30
Article
10 min
Lessons learned from a top-heavy equity market
Can the Magnificent Seven stocks continue to dominate the equity market? And what can asset owners do when markets are narrow? Head of Multi-Asset Strategy Adam Berger and Global Equity Strategist Andy Heiskell discuss the challenges and opportunities.
10 min
Article
2026-04-30
Article
10 min
Time to get active? 5 equity investment ideas for 2025
As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.
10 min
Article
2025-12-31
Podcast
23:48 min
Small-cap stocks have experienced a historic rotation in response to recent macro jolts. In the latest episode of WellSaid, equity strategist Andy Heiskell joins host Thomas Mucha to discuss his outlook for small companies in this environment.
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23:48 min
Podcast
Article
9 min
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.
9 min
Article
2025-06-30
Article
3 min
4 equity themes: Budding opportunities in small caps and more
Our expert highlights 4 areas where he sees opportunity in global equity markets.
3 min
Article
2025-04-30
Article
18 min
A turning point for US small caps
Myth busting US small caps: why now could be a compelling entry point for the asset class.
18 min
Article
2025-04-30
Article
Will a “Goldilocks” economy be just right for equity markets?
We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year.
Article
2024-12-31
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