Growth

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?

By

Andrew Heiskell

event October 2025

5 min

Article

2026-10-31

Rapid Fire Questions with Tim Manning

In this edition of “Rapid Fire Questions,” equity portfolio manager Tim Manning offers his views on rates, fiscal policy, tariffs, and AI — and shares why he remains constructive on the US equity market.

By

Tim Manning

event September 2025

3 min

Video

2026-09-30

Chart in Focus: Earnings upgrades fueled the recent US equity market rally

Where are earnings heading? In this edition of Chart in Focus, we address the recent uptick in earnings expectations and its potential impact on equity returns.

By

Alex King, CFA

Joshua Riefler

event September 2025

2 min

Article

2026-08-31

Chart in Focus: Is growth investing still dominating?

Growth isn't global? In this edition of Chart in Focus, we compare the performance of value vs. growth stocks globally, highlighting the contrast by region, and in turn explore the implications for style investing.

By

Alex King, CFA

Joshua Riefler

event July 2025

2 min

Infographic

2026-07-31

Rapid Fire Questions with Philip Brooks (Part 2)

In part 2 of his “Rapid Fire Questions”, equity strategist Philip Brooks shares his views on 3 key questions, focusing on the topic of Quality and investible opportunities today in US and abroad.

By

Philip A Brooks, CFA

event July 2025

4 min

Video

2026-07-31

Rapid Fire Questions with Philip Brooks (Part 1)

In part 1 of his “Rapid Fire Questions”, equity strategist Philip Brooks shares his views on 3 key questions, focusing on market outlook and risks.

By

Philip A Brooks, CFA

event July 2025

4 min

Video

2026-07-31

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.

By

Andrew Heiskell

Nicolas Wylenzek

event June 2025

6 min

Article

2026-06-30

There is more than one way to approach growth equities

Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities amid heightened uncertainty and volatility.

Multiple authors

event April 2025

6 min

Article

2026-04-30

WellSaid: Partnering with climate founders

Wellington head of private climate Greg Wasserman discusses his team's approach to helping private companies progress along their growth journey

By

Greg Wasserman, CFA

event February 2025

Video

2026-02-28

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.

By

Andrew Heiskell

Nicolas Wylenzek

event December 2024

10 min

Article

2025-12-31

Chart in Focus: Can this equity bull market last?

Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.

Multiple authors

event November 2024

3 min

Infographic

2025-11-30

Quality growth — a less volatile sweet spot?

Growth stocks can be volatile, especially when companies fail to meet expectations. However, high-quality growth companies can help mitigate downside risk while still offering potential for long-term outperformance. How can investors find the sweet spot?

Multiple authors

event October 2024

8 min

Article

2025-11-30

An active investor’s guide to growth equities

Our experts offer their view on the current economic environment, explore best practices for investing in high-quality growth equities, and highlight where they see opportunity now.

Multiple authors

event September 2024

6 min

Article

2025-09-30

Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

By

Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

event September 2024

3 min

Infographic

2025-09-30

Opportunities in high yield: ready, steady, pounce?

Fixed income investors face a fundamentally different environment, but opportunities to target growth in high yield are emerging, provided investors can stay on the front foot.

By

Marco Giordano

Konstantin Leidman, CFA

event September 2024

6 min

Article

2025-09-30

Opportunities in high yield: ready, steady, pounce?

Fixed income investors face a fundamentally different environment, but opportunities to target growth in high yield are emerging, provided investors can stay on the front foot.

By

Marco Giordano

Konstantin Leidman, CFA

event September 2024

5 min

Article

2025-09-30

Chart in Focus: Broadening earnings growth signals healthy US equity market

Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly. Can this signal more upside for the entire US equity market?

By

Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

event July 2024

3 min

Infographic

2025-07-31

As India goes to the polls, is the case for Indian equities still compelling?

While current Prime Minister Narendra Modi is expected to secure a third term, a full-scale win is not a foregone conclusion. Against this backdrop and continued investor enthusiasm for Indian equities, Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks assess the macro case for India. Are higher valuations justified?

By

Niraj Bhagwat

Philip A Brooks, CFA

event May 2024

6 min

Article

2025-06-30

4 equity themes: Budding opportunities in small caps and more

Our expert highlights 4 areas where he sees opportunity in global equity markets.

By

Andrew Heiskell

event April 2024

3 min

Article

2025-04-30

Is there opportunity for high yield in today’s new economic era?

Is there opportunity for high yield in today’s new economic era? Portfolio Manager Konstantin Leidman explores.

By

Konstantin Leidman, CFA

event March 2024

Article

2025-03-31

How to nurture a growth mindset in a higher-yielding landscape

In a higher-yield world, can fixed income deliver meaningful growth? John Mullins, Supriya Menon and Alex King explore how high-yield bonds may offer a powerful opportunity for growth - as well as a cushion against uncertainty.

Multiple authors

event March 2024

12 min

Article

2025-03-31

Venture capital outlook: Signals point to a brighter 2024

Our private investing team sees positive signals indicating that the recent downturn in venture capital may have hit bottom. Just as privates trailed the public market correction in 2022, we believe they will follow its recovery.

By

Michael Carmen, CFA

Mark Watson

event February 2024

Article

2025-01-31

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.

By

Andrew Heiskell

event December 2023

Article

2024-12-31

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