Active equity

Equities have long been one of the traditional cornerstones of portfolios but we believe in the current climate one needs smarter, more differentiated approaches. We offer a wide range of long-only, long/short, active fundamental, systematic and passive equity offerings from across our platform.

September 2024 Active Equity

Emerging market equities: the view from the ground

When it comes to emerging market equities investment, local insights can help create significant additional value.
August 2024 Active Equity

Energy transition in EM: accelerating change

Why EM Inc is in a unique position to accelerate the global energy transition.
June 2024 Active Equity

EM Asia’s starring role in new era of edge AI

Emerging market equities could help investors tap into the next wave of the AI boom.
June 2024 Active Equity

Brand innovation: not tech, but design

Most think of innovation in terms of technology. But with premium brands, the innovation that matters most is design.
June 2024 Active Equity

Premium brands: travel moves upmarket

The shape of travel is shifting. The offering is moving increasingly upmarket, in part to capture the business travellers who are tacking on days of leisure to their trips.
June 2024 Active Equity

Rethinking emerging markets

Different forces are at work on emerging market economies. Thinking about them across various dimensions helps to make sense of how their equity markets have and are likely to perform.
May 2024 Active Equity

Impact investing in public markets

Impact investing may have originated in private markets, but it's gaining importance in public markets too. Our Positive Change strategy focuses not only on companies with strong social or environmental credentials, but also those that can improve their impact through active ownership.
May 2024 Active Equity

Data centres: embracing the impact of AI

As AI fuels the need for ever more data, we require data centres to store and process all the information securely. Businesses which contribute to the efficiency of data centres will have the upper hand.
April 2024 Active Equity

Emerging markets: the back door to AI investments

US tech firms Nvidia and Microsoft have understandably become AI darlings. But investors looking to capitalise on advances in machine learning should also take a close look at emerging markets.
March 2024 Active Equity

Down but not out: why Chinese stocks should retain their place in global portfolios

China’s economy and financial markets haven’t had an easy ride. But we believe there are still plenty of attractive opportunities – if you know where to look.
December 2023 Active Equity

New dawn for Japanese equities

Rising inflation and improved corporate governance have turned the tide for Japanese stocks.
December 2023 Active Equity

Using AI for stock selection

How can investors leverage on the scale and efficiency of artificial intelligence? The lead manager of our new strategy Quest AI-driven answers your questions.
December 2023 Active Equity

With great power comes great responsibility: tech and its complex relationship with ESG

Technology's growing influence means their ESG risks and opportunities are never more important for investors
December 2023 Active Equity

Are semiconductor companies a growing environmental problem or a green solution?

When it comes to the environment, we believe that semiconductors are not just part of the problem but also key to the solution. Here is why.
October 2023 Active Equity

ESG ratings under the microscope

ESG corporate ratings are redrawing the financial landscape yet investors often struggle to interpret them.