Equities – Page 7
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White papersThe reality of risk: Unearthed opportunity in growth equity impact
Growth equity impact supports enterprises poised to solve critical societal and environmental challenges. Concerned about an emerging funding gap, M&G Investments has partnered with Phenix Capital Group, a leading global impact investing consulting group, to explore the reasons this gap exists and the implications. Combining M&G research with the Phenix Impact Database, we present a data based analysis of this critical issue.
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White papersJapanese equities: Learning to navigate a new equilibrium
The Japanese equity market has largely drifted sideways over the past 12 months, following a powerful run in 2023 and early 2024.
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White papersGlobal equities rally despite major headwinds
Global equities delivered strong results in the second quarter of 2025. Non-U.S. benchmarks generated double-digit gains, led by emerging markets (EM), with returns amplified by a weakening U.S. dollar. U.S. equities overcame a steep decline in early April following the Trump administration’s Liberation Day announcement of tariffs on U.S. trading partners.
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White papersRedefining Dividend Dynamics for Equity Income Investors
Income-seeking equity investors don’t need to sacrifice growth to capture the power of dividends.
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White papersO’Connor Global Multi-Strategy Alpha Monthly Letter: Positioning beyond the US
In June, global markets navigated a complex web of economic and geopolitical developments, creating a striking paradox: rising trade barriers and the ensuing risk of rising inflation on the one hand, and record-high equity performance on the other. Despite these tensions, recent data reveal a resilience in market sentiment.
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White papersKeeping it “Real”—The Case for Natural Resource Equities
Natural resource equities can provide inflation protection and portfolio diversification, making them a potentially compelling investment option in environments characterized by elevated inflation, heightened geopolitical risk, and increasing energy demand.
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White papersTwo paradigms: regulated utilities across the Atlantic
We offer a comparative look at US and European utility regulation and what it means for investors navigating two distinct models of oversight.
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White papersStocks and bonds rally despite trade turmoil: Q2 roundup
Global stocks advanced in a volatile quarter marked by erratic trade policy, surging technology stocks and a ceasefire in the Iran-Israel war. The quarter opened with a wave of new U.S. tariffs, sending stocks sharply lower, and ended with a powerful rally as some levies were paused and global trade negotiations progressed.
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White papersShaken, but not stirred
The U.S. economy remains resilient but is gradually losing momentum, while policy uncertainty continues to cloud the global outlook. Selective opportunities are emerging in fixed income, private markets, and high-quality equities supported by solid fundamentals.
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White papersQuarterly Equities and Multi Asset Outlook – Q3 2025
In a market environment dominated by macro headlines, this outlook challenges conventional thinking by focusing on the power of company fundamentals. It explores how equities can thrive even amid weak economic data and highlights the risks of overreacting to broad macro signals. With insights into geopolitical shifts, sector-specific dynamics, and valuation opportunities, the report equips institutional investors with a nuanced view of where to find value—and how to position portfolios for resilience and long-term growth.
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White papersHealthcare Stocks: An Investing Prescription for Growth and Stability
Healthcare stocks present an exciting investment opportunity, with attractive valuations and strong growth potential driven by demographics and AI adoption. Despite policy uncertainty, healthcare’s defensive nature also offers stability for volatile times.
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White papersInvesting in private equity infrastructure – Opportunities and insights
Among the current investment opportunities, private equity infrastructure stands out as a compelling option for investors seeking stable, long-term returns. Rodolphe Brumm sheds light on the intricacies and promise of this private assets segment.
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White papersCautious Optimism Amid Policy Uncertainty
Despite ongoing policy uncertainty and tariff-related volatility, we are cautiously optimistic thanks to resilient economic fundamentals, broadening equity market performance, and the potential for pro-growth policy shifts later in the second half of 2025.
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White papersThe 3 reasons we still feel good about tech
Tech may have had a slow start to the year but we still believe in the sector.
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White papersTariff resilience: What makes some companies stand strong?
As the 90-day pause on country-specific tariffs ends in July 2025, a strategic focus on which companies are built for resilience could be more constructive than succumbing to short-term anxieties.
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White papersGlobal SMID Equity Engagement case study: AptarGroup
AptarGroup is a US-based manufacturer of consumer dispensing packaging and drug delivery devices. The group has manufacturing operations in 18 countries.
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White papersThe flight from the dollar
Will capital continue its slow yet steady flight from the US?
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White papersNATO pledges for more defence outlay
“Renewed security challenges in a fragmented world indicate that Europe must strengthen its strategic autonomy. NATO’s latest declaration to raise defence spending may present such an opportunity for the region.”
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White papersMiddle East Tensions Rise, Oil Prices Fall
While Middle East tensions are driving near-term market volatility, this focus is likely to be temporary as attention soon returns to major July and August policy decisions.
