All Equities articles – Page 15
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White papersHow to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
In the past few years, we have seen a growing number of Asian investors setting decarbonization targets for their equity portfolios. Some investors are interested in achieving carbon intensity reduction versus their market-cap based policy benchmark, while maintaining the desired broad market exposure.
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White papersAn Overlooked Piece of the UK’s Productive Finance Puzzle?
How do UK small and mid-sized companies play a crucial role in helping the UK economy to thrive?
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White papersUnlocked Potential: Enhancing DC Outcomes With Private Equity
As product innovations and regulation have removed barriers to entry, we assess the potential benefits for DC schemes of investing into private equity.
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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 papersThe End of American Exceptionalism?
The rest of the world is due some cyclical catch-up with the U.S., but talk of a structural change in the global economic ecosystem is premature.
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PodcastTalking Heads – Curious about private equity?
Private equity is a growth market with a wider set of opportunities than investors would be able to access in public equities. Damien Fournier and Lionel Gomez, Co-Heads of Private Equity, discuss the benefits and risks of private equity, as well segments such as venture capital and distressed investments, with Daniel Morris, Chief Market Strategist.
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White papersFour scenarios for uncertain markets
There are no facts about the future — this much is certain.
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White papersPain in Spain: Why infrastructure resilience has never been more important
A dramatic power outage in Spain and Portugal in April 2025 starkly revealed our dependence on electricity infrastructure. Alex Araujo and Michael Rae explore the resilience of power grids and how the shift towards renewable electricity generation could create investment opportunities for infrastructure businesses.
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White papersUnified Global Alternatives – Hedge Fund Bulletin – March
Risk assets were broadly weaker in March on the back of concerns around the US administration’s tariff initiatives and the prospect of a widening trade conflict. The lack of policy clarity weighed on consumer confidence and corporate capital expenditure plans, while the prospect of large-scale tariffs raised concerns about stagflation, and its influence US Federal Reserve monetary policy.
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White papersTariffs: What comes next for stocks, bonds and the dollar?
Given uncertainty around tariff policy, markets will likely continue to gyrate based on the developments of negotiations, along with the evolution of US monetary and fiscal policy.
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White papersHow understanding sentiment can help improve investment outcomes
Investor sentiment is an important factor when assessing the fundamental value of a stock. Analysing the sentiment of company management in an earnings call can give us valuable insights into the confidence and direction of corporate strategy.
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VideoInvestment outlook – Waiting for the moment
With the waters in financial markets stirred and the amplitude of the ripples still unclear, a cautious attitude to asset allocation looks to be smart. Questions abound: will US import tariffs sap business models and profit margins? What do they mean for inflation and growth? Are the effects the same in the US and Europe?
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White papersWill AI doctors disrupt drug commercialization?
AI and large language models are set to revolutionize drug commercialization, transforming traditional marketing and healthcare practices.
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White papersMoney Markets: Staying steady
The stability of the money markets is shining amid the greater financial turbulence.
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WebinarWebinar: Tariff impacts on global markets
Tariffs levied by the Trump administration have sent global markets reeling. Watch portfolio managers Jody Jonsson and Chitrang Purani assess the implications for stocks and bonds.
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White papersO’Connor Global Multi-Strategy Alpha Monthly Letter: Navigating policy shifts and market opportunities
Policy uncertainty is a greater feature of the new US Administration than expected, and has begun to weigh on sentiment for consumers, corporates and investors.
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White papersNavigating the New Multipolar Investment Landscape
The global investment environment is undergoing a profound transformation, marked by a shift from a concentrated, unipolar market dominated by American mega-cap stocks to a more diversified and multipolar framework. This change, catalyzed by macroeconomic uncertainties and technological disruptions, demands a re-evaluation of portfolio strategies to mitigate risks and seize emerging opportunities.
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White papersWorld markets review — First quarter 2025
Returns for US equities diverged from regional markets as investors weighed the implications of a potential trade war, waning consumer confidence and high valuations in the technology sector. After two years in a row of 20%-plus gains, US stocks entered correction territory, falling roughly 10% in mid-March before recovering some of the losses. European stocks rallied as investors rotated into value-oriented areas of the market.
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White papersUncertainty grips global equity markets
Global equities posted mixed results in the first quarter. Non-U.S. benchmarks generated gains, led by developed markets, with returns amplified by a weakening U.S. dollar. In contrast, U.S. equities delivered losses, hindered by concerns about the Trump administration’s aggressive trade policies and their economic impact.
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White papersFive charts that put market volatility in perspective
President Trump’s tariffs have put market volatility back in the spotlight.
