All equity opportunities strategies

Strategy Category Literature
Asian Equity Emerging and Asia Pacific equity  
Concentrated Global Equity Global equity  
Continental European Equity Global equity  
Global Emerging Markets Equity Emerging and Asia Pacific equity  
Global Equity Global equity  
UK Equity UK equity  
UK Opportunities UK equity  
Growth and Innovation in emerging markets
Article

Growth and innovation in emerging markets

Is India ready for a China-style take-off?
20 April 2021
Emerging markets & Asia, Macro views, Sector research
India: Ready for a China-Style Takeoff?
Blog

India: Ready for a China-style take-off?

We assess India’s prospects of emulating the recent rapid growth trajectory of China.
Ian Smith
13 April 2021
Emerging markets & Asia, Sector research
Equity income: the academic evidence supporting the sector
Audio

Equity income: the academic evidence supporting the sector

We look at recent academic work that underpins the effectiveness of global equity-income investing.
18 March 2021
Global equities, Global income, Macro views, Sector research
Why now for equity income investing?
Audio

Why now for equity income investing?

Why equity-income investing has underperformed recently, and why we believe the outlook is more positive.
16 February 2021
Global income, Macro views, Themes