All Equities articles
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White papersDividends shine as tech cools
Markets are no longer convinced by AI spending alone. Investors now want evidence of cash flow and profitability. This is driving rotation into attractively priced, dividend-generating sectors that can also enhance diversification.
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White papersCross Asset Investment Strategy - October 2026
Topic of the Month - US midterm elections: fiscal gridlock on the horizon?
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White papersEquity Perspectives
Equity Perspectives outlines the current macro and market views from across Capital Group’s economists, portfolio managers and investment analysts. It offers insights on investors’ equity exposure against an ever-changing backdrop.
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VideoGemcast Episode 17: Riding the Waves of Distress Cycles
In episode 17 of Gemcast, Mariya Gancheva, Portfolio Manager and Strategist at Gemcorp Capital, explores special situations investing in emerging markets. Mariya discusses the idiosyncratic stories that allow for greater convexity during cycles of distress, how today’s macro backdrop is creating dislocations across sovereigns and corporates, and why identifying genuine opportunity takes both analysis and local, on-the-ground relationships.
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White papersUS midterm elections: fiscal gridlock on the horizon?
US midterm elections will determine control of the House of Representatives and one-third of the Senate. All 435 House seats are up for election, along with 33 regular Senate seats.
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White papersCore Matters: Riding the AI waves through thematic baskets
AI is driving one of the largest investment cycles in modern technology history. Global AI-related infrastructure investment in 2026 is expected to be around $1 trillion, of which the largest part is in the US1. The key investment question is whether AI demand can justify the scale of capital expenditure currently underway. So far, the evidence is encouraging.
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White papersCore Matters: 5-year returns forecasts - The return of carry
Global stocks look like they will enjoy another above-10% gain in 2026, for the fourth year in a row; at +13% year-to-date, the MSCI World has been less brilliant than in the past three years (respectively +22%, +18% and +22%), but that still caps an exceptional decade that will have seen the total return index more than triple.
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White papersAI boom or doom? Your questions answered
When French philosopher René Descartes wrote “I think, therefore I am,” he likely didn’t envision a future dominated by artificial intelligence. Yet as AI transforms society, company executives and inquisitive investors are wrestling with similarly fundamental issues about where the technology is headed and how events may unfold.
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PodcastThe AI Supercycle, Asia, and Why This Time is Different
For much of the past decade, the technology sector has been the dominant engine of equity market returns. This year it ran hot, and then over the summer the sector sold off sharply. Markets have since recovered, but that drawdown is still on investors’ minds.
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White papersThe market is the economy: Reflexivity and the monoculture of markets
The market has effectively become the economy it once merely served. Barry Gill argues that a supposedly diversified portfolio may now simply be a single leveraged AI bet.
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White papersHave Rate Hikes Tipped the Scales Toward Value Equities?
In the AI-led markets of recent years, companies with distant profit potential have been favored. But higher interest rates could change the equation and create a new advantage for value stocks, whose businesses tend to have more visible cash flows in the shorter term.
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White papersEquity Outlook 4Q 2026: Rising Rates Shift the Balance of Risks
We believe a combination of higher yields, potential earnings growth pressure and overall market fragility has shifted the balance of risks. While we remain constructive on global equities, more caution appears warranted.
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White papersGlobal Investment Views - October 2026
In September, global bond markets came under pressure amid inflation concerns and hawkish shifts by central banks, while equity markets remained relatively calm, supported by strong economic data and earnings, alongside renewed optimism around AI.
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White papersLatin America rising as a diversifier
“In a market shaped by AI, energy price uncertainty and re-routing, Latin American equities can offer diversification supported by attractive valuations and improving policy dynamics”
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White papersEquity Outlook: AI, Higher Rates Raise the Bar for Diversification
Global equities advanced in the third quarter as market returns broadened away from technology. But AI’s disruptive impact is spreading across sectors and industries—transforming the very nature of investment diversification.
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White papersUnlocking AI’s Advantages in Investing: How Asset Managers Can Create Lasting Benefits for Clients
AI is becoming ubiquitous in asset management, but adoption alone won’t create an edge. Lasting value will come from a clear strategy that connects AI tools with proprietary data, disciplined workflows, human judgment and strong governance. Firms that use AI to strengthen research, sharpen decision-making and build more capable investors will be best placed to turn the technology’s promise into better insights and portfolio outcomes for clients.
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White papersCruising Altitude: Growth-Focused Governance Reform May Propel Japanese Equities to New Heights
Japan’s equity market appears to be entering the next phase of a two-decade structural transformation: Like a jumbo jet heading toward cruising altitude, we believe that ongoing growth-oriented governance and capital-management reforms may encourage…
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WebinarEmerging markets: Rethinking allocations to equities and fixed income
On 23 September 2026, we held a webinar featuring Shamaila Khan, Head of Global Emerging Markets and Asia-Pacific Fixed Income, Urs Antonioli, Head of Asia & Emerging Market Equity and Massimiliano Castelli, Head Global Sovereign Markets Strategy and Advice, where they analyzed recent developments in emerging-market equity and fixed income.
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White papersThe next phase of EM: AI, resilience and selective opportunities
Pulse on EM is UBS Asset Management’s regular emerging-market insights series, featuring expert views on EM equities, debt and multi-asset opportunities, with on-the-ground perspectives from our global investment teams.
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White papersChips and Frack: How the AI Boom Rhymes with the US Shale Cycle
Few investors would naturally put artificial intelligence data centers and US shale oil in the same frame. One is built on advanced semiconductors and software; the other on rock, steel and drilling rigs. But the economic pattern is familiar. A breakthrough changes what is possible, demand outruns supply, attractive profit pools emerge and capital floods in. Then capacity expands, costs fall and competition tests which businesses have durable advantages.
