All Equities articles – Page 15
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White papersA market guide to deregulation
Deregulation is emerging as a potential counterbalance to rising trade barriers and political uncertainty in the U.S., with pro-growth policies expected to support economic momentum. Sectors like energy, industrials, financials, and small caps—most sensitive to regulatory changes—stand to benefit the most.
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PodcastGlobal Investment Views - Mid-year Outlook 2025 - Riding out the policy noise
The first six months of 2025 brought many unexpected events and shocks that rocked financial markets and complicated the task of economic forecasters. As we enter the second half of the year, what has changed and what might this mean for the economic outlook for the rest of 2025?
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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.
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White papersChina: Bringing the Long-Term Picture into Focus
While Chinese equities have faced increasing scrutiny, we believe the long-term case for the asset class remains compelling—supported by technological advancement, policy support, a resurgent consumer, and attractive current valuations.
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White papersU.S. equities supported by a solid economy
U.S. equities remain near record highs, supported by strong consumer spending, tight labor markets, and healthy corporate balance sheets. These solid fundamentals help offset concerns around policy and geopolitical risks.
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White papersHow to sustain dividend growth amid volatility – and sow the seeds of future performance
So far, 2025’s been a turbulent year – but dividend growth keeps us grounded. Dividend growth offers stability in volatile markets, balancing tech and defensives with disciplined investing and compounding returns driving long-term gains.
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White papers2025 Midyear Investment Outlook
As we reach the midpoint of 2025, the change we’ve witnessed since the start of the year is staggering and has translated into a high level of market volatility. We are in the middle of a fundamental restructuring of the geopolitical order that we’ve known since the end of World War II – politically, militarily and economically.
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White papersShinning a light on share remuneration
Share buybacks have become a standard corporate tool in achieving capital efficiency. In a share buyback, a company buys its own shares from existing shareholders, and thereby distributing capital to them in an alternative way to dividends. The practice was banned in the US until the early 1980’s when SEC formally set out the regulation, and eventually it spread globally. This growth has taken place despite some concerns that share buybacks were being used for management’s personal gain at the expense of long-term growth. Critics have also suggested that they have dampened innovation and encouraged excessive leverage levels.
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White papersAI vs. AI: the arms race in cyber space
AI is reshaping cyber warfare, making it faster, smarter, and harder to stop. Here’s why security must evolve just as fast.
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White papersAnother risk in 2025: geopolitical conflict
Geopolitical tensions, especially in the Middle East, could disrupt energy markets and push oil prices sharply higher. However, markets have historically rebounded quickly from such shocks, with fundamentals remaining the key long-term driver.
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White papersThe idiosyncratic advantage: Where unique insights drive unique returns
Identifying company-specific opportunities is key to generating returns that passive strategies can’t replicate. Principal focuses on deep, research-driven stock selection to uncover these unique advantages.
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White papersIntroducing the new QESG 3.0: The next generation
The Global Equity ESG Pathway team’s assessment of ESG – the QESG Score – is embedded directly within our stock selection model and is a crucial part of how we determine the expected return of investments. In this paper, we provide a rundown of what’s changed in the next iteration of QESG.
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White papersA history of quant
Quantitative investing (quant) encompasses a broad range of strategies that use data analysis, mathematical modelling and automated transactions to deliver investment returns. In our latest paper, we discuss how quant strategies have evolved over recent decades; explore how they have been enhanced by advances in technology; and dispel some of the myths that have grown up around them.
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White papersDo quants dream of electric sheep?
With a hat tip to the sci-fi classic by Philip K Dick, we explain why a quant approach doesn’t have to be the computer-driven black box of popular imagination.
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White papersMaking Europe great again: A new era for value investing?
After years of underperformance, European equities are outperforming their US counterparts this year. We explore what’s making European markets great again – and discuss why we believe the emergence of a new positive story for Europe could offer opportunities for value investors.
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White papersFinding Europe's elusive alpha
Over the last 25 years, a wide gap has emerged between the US and European economic and stock market performance. Steve Magill looks at whether recent signs of a challenge to this hegemony are a mere blip, or an important inflection point.
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White papersEurope: A strategic overweight?
After a long period of US equity outperformance relative to Europe, the short-term picture has changed. Evan Brown, Nicole Goldberger and Marco Bischoff look at whether this is a temporary anomaly or indicative of a longer-term trend.
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White papersMid-year Investment Outlook 2025
“Despite unpredictable policymaking, business resilience, and the reorganisation of global trade and financial systems, the expected rate cuts from central banks will create opportunities in global equities. We are focusing on themes such as European defence spending, US deregulation, corporate governance reform in Japan, and the ‘Make in India’ initiative.”
