Systematic equities Q1 review
Systematic equities Q1 review
Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, present their quarterly review. They present the systematic equities team’s latest market analysis and review the performance of the strategies managed by the team.
Latest Insights
Asia Pacific equities: Enablers of the AI revolution
Asia Pacific equities: Enablers of the AI revolution
Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
Read time - 6 min.
18.03.2024
Webcast: Uncovering quality growth companies in Europe
Webcast: Uncovering quality growth companies in Europe
Mark Nichols and Mark Heslop discuss where to find high-quality, cash-generative, growth stocks in Europe.
13.03.2024
India: All eyes on Modi’s prospects amid growth optimism
India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
Read time - 7 min.
01.03.2024
UK equities are due for a revival. What might trigger it?
UK equities are due for a revival. What might trigger it?
Adrian Gosden and Chris Morrison discuss UK equity income investing, above-average dividend yields on offer and what surging buybacks may mean for unloved UK stocks.
Read time - 7 min.
27.02.2024