All Equities articles
-
White papersLooking ahead after an exceptional 2025
2025 was an outstanding year for market performance, with 90% of the 30 main asset classes we track posting positive returns — exceeding historical averages for the third consecutive year.
-
White papersGlobal SMID Equity Engagement*, Q4 2025 case study: Credicorp
Our Global SMID Equity Engagement Q4 2025 case study looks at Credicorp, Peru’s leading financial group, and the vital role it plays in promoting financial inclusion in the country.
-
White papersTaking the measure of private equity
Investors have multiple metrics to assess performance.
-
White papersEurozone Multi-Asset shines in 2025
A 50-50 Eurozone equity and fixed‑income index has delivered only two negative annual returns since 2015, showing how diversification across asset classes and a long-term investment horizon can help overcome volatility. The 2022 exception – when both equities and bonds delivered negative returns – was followed by three years of above-average returns.
-
White papersKeeping the lights on: How utilities are meeting AI’s energy needs
As we head into year-end, the question on many investors’ minds is: “What’s next?” While some themes have run their course, one opportunity continues to stand out - listed infrastructure. In this note, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, explains why affordability concerns remain and how innovative solutions and cost-sharing models are emerging to address these challenges.
-
White papersThe Journey of Global Liquidity
Tracking global liquidity is essential because it influences all assets, which has significant implications for portfolio construction. However, analysing global liquidity is complex: while measuring the initial supply is relatively straightforward, understanding how it spreads and multiplies is challenging.
-
White papersKey Investment Themes 2026: Our roadmap for the new investment landscape
2025 has seen the global economy hold firm, despite headwinds from the US ‘Liberation Day’ tariffs and concerns over fiscal dominance and the ability of the Federal Reserve to maintain its independence. Most central banks normalised monetary policy while the AI investment boom helped to support growth.
-
White papersGermany: from crisis comes opportunity
The German economy has entered a phase of structural stagnation. Growth remained weak in 2025, following two consecutive years of recession. The export sector and industry as a whole are in crisis. The shift in fiscal policy at the beginning of the year, coupled with the relaxation of the debt brake rule, is expected to boost growth in 2026, but to what extent?
-
White papersManaged rivalry, emerging opportunity – China’s equity renaissance
China’s economy and equity market are entering a new phase, powered by Technological advancements, electrification and world-class supply chains. Beneath the structural change lies a broad and attractive range of opportunities for investors willing to look beyond old stereotypes.
-
White papersCountdown to the new year: Views from the Global Equity team
The Global Equity team weigh the key opportunities and potential risks driving their thinking for 2026.
-
White papersUnderstanding private equity performance
Investors in private equity (PE) hope for the opportunity to earn higher cumulative returns in exchange for potential trade-offs like lower liquidity and manager selection. This is for good reason, as over the last 25 years, the Cambridge Associates US Private Equity Index had a pooled net return of 12.09%, compared with annualized returns of 8.46% and 9.38% for the Russell 2000 and the S&P 500 indices, respectively.
-
White papersNavigating equity risk in evolving capital frameworks: the case of targeted equity SCR overlay
Navigating an evolving regulatory landscape, insurers worldwide face a crucial challenge: how to efficiently manage the capital required to support equity investments without sacrificing potential returns.
-
White papersUnderstanding Europe’s economic transformation and its investment implications
We believe Europe is entering a transformative period of economic renewal driven by reforms, public investment and a focus on sustainability and digital innovation. These developments are expected to drive long-term growth and create a more resilient and competitive economic landscape, creating opportunities for investors at a time when the US is facing mounting challenges.
-
White papersChinese equities have more room to grow
Chinese equities rebound after years of weak sentiment, driven by attractive valuations and liquidity shift. Healthcare, global expansion, Hong Kong IPOs and tech-enabled growth offer potential long-term upside.
-
White papersChina’s lithium crackdown and electric vehicle price wars: What investors need to know
The boom years are over. Beijing’s crackdown on low-grade lithium, loss-making battery plants and fragmented EV brands signals a new era of discipline. For investors, the question is: who thrives when growth gets disciplined?
-
White papersAI breakthrough in diagnosing heart disease
Heartflow has become the first FDA-approved AI algorithm for diagnosing cardiac diseases, marking a major milestone in healthcare innovation.
-
White papersLeaning in: December macro and asset class views
Market volatility has picked up of late, which was bound to happen at some point after an almost straight-line move upward in equity markets since mid-April. The recent bout of volatility has coincided with consternation on the outlook for Fed easing and increased scrutiny on the return on investment from AI-related capital expenditures.
-
White papersMacro brief: Ten talking points on Japan for 2026 and beyond
The October election of Japan’s first female prime minister promises to bring greater dynamism to society. All eyes are now on Sanae Takaichi’s focus on more expansionary fiscal and monetary policies.
-
WebinarAmundi’s 2026 Global Investment Outlook
During this webinar, Vincent Mortier, Group Chief Investment Officer, and Monica Defend, Head of Amundi Investment Institute & Chief Strategist, shared insights on Amundi’s 2026 Global Investment Outlook.
-
White papersSocial impact and a resilient portfolio through Child-Lens Investing
Triodos Investment Management sets new standards in scalable, child well-being investments in small and midcap equities that enhance returns and portfolio resilience.
