
Insights
With decades of experience investing in global equity markets, our portfolio managers develop quarterly Market Outlook and Investment Insights features to provide insight into our thoughts and views and to help our clients navigate the global equity markets.
Market
Outlook


Tug of War
Market Outlook: 2Q 2022
The reason for the dramatic correction in global stock markets has not been because analysts have lowered their earnings expectations for companies, as one would expect. Rather it has been a markdown in multiples which has caused this correction. Top-down strategists are calling for a significant decline in earnings, but bottom-up analysts are not yet seeing that as they focus on company fundamentals. So, who is right?...


The Return of Volatility
Market Outlook: 4Q 2021
A Stock Picker's Market
Market Outlook: 3Q 2021
As Good as It Can Get?
Market Outlook: 2Q 2021
What a Difference a Year Makes!
Market Outlook: 1Q 2021
Investment Insights




A Year of Two Halves
Investment Insights: April 2021
2020: A Year of Haves and Have Nots
Investment Insights: January 2021
Musings on Growth versus Value
Investment Insights: October 2020
Could the Pandemic Lead to Decoupling of Global Economies?
Investment Insights: July 2020
Geopolitical Developments Drive Volatility Higher
Investment Insights: March 2020
Factsheets
View our most recent Factsheets to learn more about our international equity strategies, and for relevant disclosures.