All Equities articles – Page 4
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VideoThe MDT factor: How MDT is different from traditional fundamental and quant equity strategies
Scott Conlon, Investment Director, MDT Advisers, breaks down how MDT sets itself apart from traditional fundamental and quant equity strategies – offering a data-driven, dynamic edge.
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White papersIndex investing and Dr. Frankenstein’s creation
Something changes when the benchmark takes on a life of its own.
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White papersThe US SMID revival: Why this quiet rotation matters
After years of anticipation, the long-awaited rotation into US small and mid-caps (SMID) is finally gaining traction. Charlotte Daughtrey, Investment Director - Equities, explains why the second half of 2025 presents a rare convergence of macroeconomic, policy and market forces - creating a compelling opportunity for investors.
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White papersAI research trip reaffirms bullish outlook
Over the summer a group of our analysts and portfolio managers spent a week in San Francisco. The trip was an integral part of our ongoing research into artificial intelligence (AI) and related investment opportunities. Our scale as investors affords us exceptional corporate access and during our time in San Francisco we met senior leaders from around a dozen different technology companies, from heavyweights like NVIDIA and Broadcom to names operating throughout the data supply chain.
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White papersFed may cut further, amid weaker employment
At its September meeting, the Fed cut the Fed Funds target range by 25bp to 4.00-4.25%, as expected. The Fed’s economic projections showed the median Fed Funds forecast shifting to a total of 75bp of cuts this year, implying a 25bp cut at each of the remaining two meetings. This is happening at a time when both the ECB and BoE left rates unchanged, thus providing opportunities for global fixed income investors to play central banks’ policy asynchrony.
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White papersThe factors driving Eurozone investment potential to the next level
The world is changing, and investors need to have a clear view of how, and what that means for Europe.
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White papersThe rise of the Magnificent 7: Concentration risk versus earnings power
Concerns about market concentration and the performance of the Magnificent 7 (Mag 7) stocks – Apple, Microsoft, Google, Amazon, Nvidia, Meta and Tesla – have become increasingly common in investor conversations. Many are questioning whether the current environment resembles a market bubble. To address this, we will take a closer look at the numbers and history to see how today’s market stacks up.
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White papersBack to school: from summer clarity to autumn’s changing winds
With higher-than-anticipated tariff rates across the board — averaging roughly 18% (about 3 percentage points above our prior baseline), with several exemptions — we expect a slightly stronger stagflationary tilt to near-term macro projections.
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White papersCross Asset Investment Strategy - September 2025
Topic of the month - Back to school: from summer clarity to autumn’s changing winds
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White papersA wheel opportunity: Premium tyre makers use EVs to inflate margins
The electric vehicle (EV) transition presents a significant opportunity for premium tyre manufacturers. EVs create unique demands on tyres that favour established industry leaders with advanced technological capabilities. At the same time, growing regulation and litigation on tyre particulate emissions, deforestation-risk rubber, and toxic tyre chemical compounds could reverse the market share growth of budget tyre entrants in Western markets.
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White papersReport: Sustainable Global Equity H1 2025
Achieving net-zero emissions requires bold, scalable solutions - and electrification is one of the most effective. In our latest report, the Sustainable Global Equity team explain why the shift from fossil fuels to electricity presents a compelling long-term investment opportunity.
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VideoInvesting in a changing China
With policy support picking up but uncertainty still in play, Sandy Pei, Lead Portfolio Manager, China Equity, shares how the team are navigating risks and uncovering value across the country.
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White papersGuess who is beating the Magnificent 7?
If you were hunting for a group of stocks to dethrone the Magnificent Seven (“Mag Seven”), there is a good chance European banks were not at the top of your list. But looking at returns over the past 12 months and on a year-to-date basis, that is exactly what has happened.
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White papersOversupply risks rise as oil demand softens: Quick takes on capital markets
Diverging inflation trends and weak growth leave the ECB cautious, as markets debate whether September marked the final rate cut—underscoring the uncertainty around Europe’s monetary policy path and its impact on investor sentiment.
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White papersGlobal Investment Views - September 2025
US equities touched new highs in August and European markets traded close to their March levels, while corporate credit spreads compressed over the summer. Sentiment was led by expectations for AI capital expenditure, a strong US earnings season, and a relatively dovish Fed at Jackson Hole. Markets seems to be ignoring the risks around economic activity (e.g., labour markets), political pressure on the Fed, fiscal deficits, and corporate margins.
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WebinarAutumn: A Season of Change? Navigating Economic Winds
During this webinar, our experts Vincent Mortier, Group Chief Investment Officer, and Monica Defend, Head of Amundi Investment Institute & Chief Strategist, shared insights on navigating economic changes in autumn, moderated by Swaha Pattanaik, Head of Publishing and Digital Strategy at Amundi Investment Institute.
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White papersJapan’s corporates are sitting on a potential $2 trillion real estate treasure trove
Japanese companies hold vast real estate assets, which are typically misvalued on their balance sheets. Carl Vine, Co-Head of Asia Pacific Equities, and William Montgomery, Senior Asia Pacific Equities Analyst, explore the often overlooked property treasure – potentially worth US$2 trillion – on Japan’s corporate balance sheets and ask who stands to benefit when it is unlocked.
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White papersEquities Broaden Out, at Last
This quarter has seen a further broadening in the equities story that has unfolded since the start of the year. Future bouts of market volatility are expected, but this story is unlikely to fade.
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White papersEurope Edition: A crossroads
Henry Kissinger famously asked, “Who do I call if I want to speak to Europe?”. While Europe has clearly made strides since Kissinger’s provocative jibe, many of the underlying challenges remain. One currency, but 27 underlying markets across a whole swathe of industries and sectors – with fragmented infrastructure, regulation and legal structures.
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White papersWhat earnings season revealed about US consumers
As the US economy heads into the final months of a tumultuous year, all eyes are on American consumers. Can they continue to power through despite weaker job growth and slower wage increases? Or will they tighten the purse strings amid rising tariffs and higher inflation?
