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Equities & Multi-Asset CIO Update: Navigating market concentration

The cyclical nature of equity markets should make us wary of over-reliance on a few large-cap stocks.

/insights/navigating-market-concentration

Consistent active performance – the holy grail

Consistent active performance is essential for building a resilient and reliable investment strategy

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Q3 Outlook: Global Equities

Luis Sarmiento highlights the role that global equities can play amidst high inflation, and that selectivity matters.

/insights/evolve-your-thinking

The USD: A safe-haven amidst volatility

P/E highlights their expectation for volatile market conditions to support a move into safe-haven currencies like the U.S.

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