All Equities articles – Page 11
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White papersHumanoids: the shape of future automation?
Humanoid robots are poised to revolutionize automation, but their complexity and cost raise questions about their future applications.
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White papersThe new dividend playbook: How tech giants and Asian markets are redefining the payout play
Dividend investing norms are being reshaped as tech giants begin issuing dividends and Asia prioritises shareholder returns. This shift combines growth with income, enhancing the attractiveness of dividend strategies across diverse sectors and regions. We analyse these pivotal changes in the evolving dividend playbook.
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White papersUnified Global Alternatives – Hedge Fund Bulletin – April
Risk assets were broadly mixed in April as the month featured elevated volatility driven by uncertain tariff policies from the US administration. Although US policy regarding tariffs remained fluid, the pause in implementation announced post “Liberation Day” and solid corporate earnings helped stabilize markets after a sharp corrective tone at the beginning of the month.
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WebinarMDT Advisers: Can machine learning deliver a diversified alpha stream?
A new paradigm in the US calls for a new approach. Can sophisticated predictive modelling deliver a diversified alpha stream?
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VideoTalking Markets – Premier Miton Tellworth UK Smaller Companies Fund
In this edition of Talking Markets, Paul Marriage, fund manager of the Premier Miton Tellworth UK Smaller Companies Fund, discusses the noise around tariffs, exciting opportunities he is seeing, and why now could be the time for UK small-caps.
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White papersEuropean equities: resilience amid global trade tariff turmoil
At the beginning of 2025 we were “all in” for markets. But the bond market bear steepening was a dangerous signal. The meaning became clear: the dollar, which typically benefits from disruptions to global trade, has fallen and the US equity market, usually more insulated from trade shocks than Europe, has underperformed.
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VideoNeuberger Berman Private Markets: Q1 2025 Preliminary Valuation Summary & Analysis
(3:08) Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papersEM Sovereigns Amid U.S. Tariff Policy Resiliency Study – May 2025
During periods of external shock like the Global Financial Crisis (2008) or COVID-19 (2020), the macro variables that impact EM sovereigns can change suddenly and dramatically, necessitating a rethink of our credit views. We believe that the recent shift in U.S. policy could be another such shock causing serious ...
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White papersRe-evaluating core equities: the forgotten space
Core equities are regaining attention in 2025 as a balanced way to manage volatility and capture opportunities beyond narrow mega-cap leadership. Active strategies offer key advantages over passive in a shifting market.
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VideoTalking Markets – European Opportunities
Are European equities gaining momentum? In this edition of Talking Markets, Premier Miton European Opportunities Fund Manager, Thomas Brown, discusses recent trends he is seeing in European equities, performance of quality and growth sectors, and where he is currently seeing exciting opportunities.
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White papersWhen quality counts
The last few years have presented many challenges for investing with an active approach and sustainability focus.
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White papersFinding the Sweet Spot in the Private Equity Capital Stack
“Capital solutions” has become a catch-all moniker within private markets, leaving many asset allocators to scratch their heads as to what these funds actually do and the risks they take.
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PodcastNavigating the New Normal in Private Markets
The Private Equity market continues to evolve as investors navigate economic uncertainty, limited liquidity, and trade policy shifts. With challenges from tariffs and moderating distributions, investors are seeking ways to manage risks while uncovering opportunities for growth. But how can private equity firms leverage their agility to capitalize on these dynamics? And what innovations are reshaping access to this asset class?
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White papersEmerging Markets: Finding Opportunities amid the Global Economic Reset
US policy changes look daunting—but emerging markets still have upside.
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White papersNew catalysts spur global stocks
For the first time in many years, the picture is brightening for non-US stocks. There are new catalysts accelerating change: fiscal stimulus in Germany, corporate reforms in Japan and South Korea, a weakening US dollar, signs of stabilisation in China, and an improving policy environment in Europe.
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White papersFour factors that could drive Chinese equity markets
Despite geopolitical, trade, and economic uncertainties, China’s stock market has emerged as one of the top returners globally in recent times. The MSCI China Index produced 10% in the first four months of 2025 and 26.5% over the past year, outstripping the MSCI USA, MSCI Emerging Markets and MSCI ACWI indices.
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White papersUS-China truce reduces tariffs for now
“The US-China trade announcement is welcome news, but policy uncertainty remains. As we wait for developments after the 90-day pause, we see opportunities in the broader global equities space.”
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White papersWhy Does Volatility Often Lead to Strong Emerging Equity Returns?
Moments of Extreme Fear Have Prompted Emerging-Market Equity Outperformance.
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White papersA new path forward for China-US trade
How the latest tariff retrenchment affects the Chinese economy and equity markets
