股票
Equities · 2022年09月01日
The Swiss equity market: not to be ignored
Its defensive tilt explains a relatively high valuation.
Equities · 2022年05月13日
Better ways to feed the world
Food security has become an even more pressing global problem in the wake of the Ukraine crisis. Investors can help devise solutions – from farm to fork.
Equities · 2022年03月31日
China: a time for active management
Despite signs of economic stabilisation and low valuations, we remain cautious on Chinese equities.
Equities · 2021年12月09日
Our 2022 scenario for EM equities
Headwinds for emerging-market stocks will likely persist in 2022.
Equities · 2021年10月06日
Japan: a diversifier for equity portfolios
Japanese stocks defied the negative performances seen elsewhere in developed markets in September and could outperform should global markets remain unsettled.
Equities · 2021年07月08日
A lot of good news is already priced into Brazilian equities
Unexcited by their prospects for the rest of this year, we have lowered our stance on Brazilian stocks from overweight to neutral.
Equities · 2021年07月08日
Where next for equities after a sparkling first half?
Despite the rapid recovery in earnings, we remain neutral on equities overall, seeing modest gains over the rest of the year.
