Outlook 2023, UK equities: mispriced opportunities abound
Sue Noffke and Andy Brough explain how UK small and mid caps are currently pricing in a lot of bad news.
Outlook 2023, CIO and Multi-asset: it’s all about valuations
As a degree of normality returns to markets for the first time in years, a focus on valuations must return too.
Regime shift: investing into the new era
As this economic cycle ends, we shouldn’t expect to see the patterns of the past decade repeated. A new regime in policy and market behaviour is unfo…
Outlook 2023, US small and mid caps: can outperformance continue?
We’ve been at similar economic junctures before – and last time smaller companies dramatically outperformed larger companies.