All Developed Market articles
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White papersMarket Outlook - Global equities: The great divide
US equity market returns are likely to continue diverging along the lines of technology and the rest of the market: the Nasdaq 100 index delivered a 50% return from the post-Liberation Day lows to the end of October while the Russell 1000 Value index rose by less than half that. That outperformance continues a long-running trend.
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White papersThree investment opportunities in a fragmented world
The world is undergoing significant structural change defined by rising geopolitical conflicts, trade barriers and a more fragmented global landscape. As this multi-year realignment plays out, identifying which companies can best adapt to the new framework is paramount to successful investing.
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PodcastDeciphering conflicting signals - Global Investment views by Outerblue Convictions
Returning from trips to major summits in Washington and Shanghai, Monica Defend, Head of the Amundi Investment Institute, sits down with our host, Swaha Pattanaik, to discuss the tone on the ground and how this compares to what we’re seeing in the markets and our own economic forecasts for the months to come.
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White papersJapanese markets await clarity on leadership
Japanese equities hit a new record in October following the election of pro-business Sanae Takaichi as the leader of Japan’s ruling political party (LDP). However, the dust hasn’t fully settled as the long-term coalition between LDP and its partner Komeito broke down on Friday. Markets were expecting that if confirmed as PM, Takaichi’s policies to increase government spending could boost the country’s economic growth. On the other hand, the yen weakened on worries that the push for higher spending could negatively affect the government’s financial situation.
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White papersHow China’s anti-involution policy is rewiring global green tech
China is taking aim at one of its most persistent economic ailments: involution. Originally rooted in anthropology, the concept now underpins a sweeping policy shift aimed at curbing hyper-competitive, self-defeating dynamics in sectors like solar, lithium batteries and electric vehicles. Beijing’s campaign to curb margin-eroding competition is reshaping the risk-reward profile of China’s clean tech sectors, and sending signals global investors can’t afford to ignore.
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White papersWhat earnings season revealed about US consumers
As the US economy heads into the final months of a tumultuous year, all eyes are on American consumers. Can they continue to power through despite weaker job growth and slower wage increases? Or will they tighten the purse strings amid rising tariffs and higher inflation?
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White papersRemaking the case for US SMID caps
Over the past 10 and even 30 years, SMID cap companies have quietly outpaced large caps in earnings growth. Yet, large cap indices have dominated headlines, driven not by superior growth, but by soaring PE ratios. In this note Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, takes a look at the overlooked power of SMID caps.
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VideoTalking Markets – US Opportunities
“The One Big Beautiful Bill” – is it good for the US economy? In this edition of Talking Markets, Premier Miton US Opportunities Fund Manager, Hugh Grieves, breaks down Trump’s policies on trade, tariffs and broader economic shifts, exploring what they could mean for US investors.
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White papersChina: Bringing the Long-Term Picture into Focus
While Chinese equities have faced increasing scrutiny, we believe the long-term case for the asset class remains compelling—supported by technological advancement, policy support, a resurgent consumer, and attractive current valuations.
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White papersShinning a light on share remuneration
Share buybacks have become a standard corporate tool in achieving capital efficiency. In a share buyback, a company buys its own shares from existing shareholders, and thereby distributing capital to them in an alternative way to dividends. The practice was banned in the US until the early 1980’s when SEC formally set out the regulation, and eventually it spread globally. This growth has taken place despite some concerns that share buybacks were being used for management’s personal gain at the expense of long-term growth. Critics have also suggested that they have dampened innovation and encouraged excessive leverage levels.
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White papersThe idiosyncratic advantage: Where unique insights drive unique returns
Identifying company-specific opportunities is key to generating returns that passive strategies can’t replicate. Principal focuses on deep, research-driven stock selection to uncover these unique advantages.
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WebinarTrade Turbulence - From Disruption to Opportunity
For over a decade, the US has dominated global equity returns. As ‘American exceptionalism’ comes to an end, where should investors look for medium-term returns? What are the ex-US opportunities in developed markets, and what are the prospects in emerging markets?
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White papersDigital disruption reshapes financial inclusion
About a quarter of the world’s adults lack access to affordable, quality financial services - but digital disruption is helping bring them into the formal financial system. Financial inclusion allows individuals to save and invest, while also supporting entrepreneurship and business growth. And for investors, these developments are opening the door to varied investment opportunities among banks and nontraditional financial services firms.
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White papersDemographics will shape future growth potential
Three trends that will shape the macro-financial landscape
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White papersThe European appeal
The European equity market has been in the spotlight so far this year, outperforming major global markets, driven by strong performances in the financial sector and more recently in the tech and industrial sectors.
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White papersIs the U.S. equity market peaking?
Is the U.S. equity market peaking? Following double-digit returns for U.S. equities over the past two years, and with valuations now incredibly expensive, investors have become increasingly concerned about whether the equity market rally still has further to run or if markets have peaked.
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White papersUnmasking American exceptionalism
Could the rising influence of emerging markets rewrite the story of American exceptionalism in the global economy? Rapidly expanding economies in emerging markets are riding in with promising opportunities for diversification and growth.
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White papersEquity Outlook – It’s the economy
With the US Federal Reserve starting to cut interest rates, equities should remain supported in the short term. If our expectations of a soft landing for the economy are warranted, equities should gain further, even if the outcome of November’s US election looks uncertain. The mix of winners and losers might change depending on who will be in government.
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White papersShifting Institutional Property Portfolios: Evolution or Revolution?
The composition of institutional investors’ property portfolios has dramatically changed over the past few decades. This is a reflection of wider societal shifts, given that the property industry plays a key role in accommodating changes to how we live, work and play. In particular, long-term changes from shifting demographics to the adoption of new innovations all have a major influence on investors’ objectives—and in turn potential investment outcomes.
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White papersUS economy worries pummel markets
Global stocks fell sharply at the start of the week, with Japan’s benchmark Topix index on Aug. 5 suffering its biggest one-day drop in more than three decades. European shares and U.S. stock futures also declined. Meanwhile Emerging Markets stock indices, mostly in Asia (Taiwan and South Korea), fell into the red and currencies that had benefited from high carry trades funded by the yen, such as those in Latin America, lost ground.
