All Developed Market articles
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White papersGeopolitics, tariffs and market volatility
Markets were volatile in the past few days following a weekend escalation centred on President Trump’s threats to impose additional tariffs on eight NATO members unless the US was allowed to purchase Greenland from Denmark.
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VideoTalking Markets – US Opportunities, January 2026
What if market consensus has it wrong? In this edition of Talking Markets, Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, unpacks the biggest shocks of 2025 - from abrupt tariff escalations and AI‑driven exuberance to an unexpected economic revival. He also explains why he believes high‑quality businesses are currently undervalued, and shares his outlook for what 2026 may bring.
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VideoGemcast Episode 8: Staying Original
In episode 8 of Gemcast, Selim Basak, Co-Founder and Head of Origination at Gemcorp Capital, discusses deal sourcing in emerging markets. He explains the key challenges in emerging markets versus developed, the importance of your network and why we take the time to work with and listen to our borrowers.
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White papersHow to thrive amid a confluence of generational shifts
If we look back at equities over recent history, markets have tended to move in decadal mega cycles, where one major ‘theme’ has dominated returns.
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White papersKey takeaways from COP30 for natural capital investors
As COP30 concluded in Brazil’s Amazon region, discussions reinforced the world’s commitment to coordinated climate action – and the essential role of private capital in achieving it. Nuveen Natural Capital’s Gwen Busby and colleagues were on the ground in São Paulo and Belém, observing emerging trends. Discover three key takeaways for investors focused on decarbonization, climate risk mitigation and sustainable land management.
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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
