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While equity markets were resilient going into the summer, we believe it remains prudent to position for volatility.
New trends and technology innovations are expanding the opportunity set.
Could small-cap and IPO markets be poised for a comeback?
Unlocking opportunities: Are small and SMID caps primed for market leadership?
Small caps offer US market exposure to fast-growing, niche companies that can complement large caps.
Our conviction remains high as emerging technology and innovation transform the industry.
Easing supply-chain pressures and rapid innovation should revitalize the mobility theme.
We explore potentially life-saving advanced driver assistance system technology.
The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.