Fund Manager Views

Equities

Our latest views on equity markets and what is driving them.

Equities

Robotics sector continues to enjoy strong opportunities

  • by Tom Riley
  • 15 March 2022 (5 min read)
Equities

Genetics: An exciting and innovative theme

  • by Linden Thomson , Peter Hughes
  • 06 December 2021 (5 min read)
Equities

The expanding middle class: why global affluence is a developing trend

  • by AXA Investment Managers
  • 21 September 2021 (5 min read)
Equities

How the internet and social media have changed the way our minds work

  • by AXA Investment Managers
  • 21 September 2021 (5 min read)
Equities

Value returns: Bringing the “multi” back to multi-factor

  • by Jonathan White , Euan Mackay
  • 07 June 2021 (5 min read)
Equities

Why despite a global shortage, we expect continued growth in the semiconductor sector

  • by Tom Riley
  • 21 May 2021 (5 min read)
Equities

What impact could robotic surgery have on the future of healthcare?

  • by Tom Riley
  • 16 April 2021 (5 min read)
Equities

Sustainable diets: A new theme on the menu?

  • by Amanda O’Toole
  • 16 April 2021 (5 min read)