All Equities articles – Page 4
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White papersU.S. at 250: What Five Decades of Market History Tell Us About Investing Today
In investing, as in history, the long view tends to reward those patient enough to hold it.
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White papersThematic Equity Investing in a World of Disruption and Realignment
The evolving nature of disruption is creating new innovators and market leaders.
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White papersJapan for the Long Haul
Don’t let recent market volatility distract from the long-term fundamentals. We think another stage of growth is likely on its way.
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White papersInvestment Perspectives Mid-Year Outlook 2026: Rally vs reality
In the first half of 2026, a striking divergence has emerged: equity and bond markets appear to be dancing to very different beats.
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White papers2026 Midyear Investment Outlook
Capital Group’s 2026 Midyear Outlook report delves into many market-driving issues, including conflict, the AI rollout, inflation, high oil prices and the US midterms. It also identifies key equity and fixed income investment themes. Here we offer an overview of the opportunities as we see them. Be sure to download the full report for a deeper dive.
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White papersThe Ghost Rally: What We See Really Driving Emerging Markets in 2026
When a handful of stocks drive an entire index, history suggests investors should pay close attention
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White papersArticle Tech IPOs play leapfrog
Disruption may turn yesterday’s winners into tomorrow’s also rans.
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White papersClean energy investment: Balancing energy security with net zero
In the face of escalating geopolitical tensions, technological innovation, and the urgent need to transition to a low carbon economy, the global energy landscape is fundamentally shifting.
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PodcastCheaper, smarter and ever broader uses: AI offers a long growth runway
Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Morris, Chief Market Strategist, with their expert views of the current AI industry and its investment potential, not least in supporting both training and inferencing applications.
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White papersCan Asia’s AI frontrunners stay the course?
Taiwan and South Korea have set the pace but the growth trade has become a crowded one.
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VideoVideo For IPOs, a three-legged stool worth touting
Resilience, timing and the pipeline have supported a robust IPO market this year.
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White papersCIO Weekly: Can the U.S. Consumer’s Resilience Last?
With so much in geopolitics and markets to be distracted by, the importance of the U.S. consumer can be easily overlooked. In our view, it’s time the consumer came back into focus.
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White papersThe intelligence dividend: what AI means for portfolios
The AI investment boom is reshaping capital markets at a historic pace, but its effects on growth, inflation, and employment are far more nuanced than the headlines suggest. Nuveen’s latest research cuts through the noise, examining what the data actually shows about AI’s productivity payoff, its surprisingly complex inflation footprint, and what it all means for portfolio positioning today. Explore the full paper to see where the opportunities and risks may lie in navigating this evolving landscape.
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VideoAre small caps set for a U-turn?
After an earnings recession, small caps’ fortune is set for a positive pivot.
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VideoNeuberger Private Markets: Q1 2026 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papersIn an Unsettled World, Value Investing Can Add a Layer of Defense
Why have value stocks been more durable than expected in today’s uncertain market environment?
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White papersWhy private equity matters: The case for PE
Most portfolios are built around public markets, but most U.S. businesses are privately held and only accessible through private equity. In the latest edition of “The Lead,” Churchill Asset Management’s Randy Schwimmer makes a compelling case for why private equity deserves a place in private wealth portfolios, from its potential to reduce volatility to its historically stronger returns over full market cycles. Explore the full newsletter to see what the opportunity looks like.
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White papersCIO Weekly: To Infinity and Beyond…SpaceX’s IPO
The SpaceX IPO is without precedent in scale and structure. Its implications for markets, indices and portfolios extend well beyond the deal itself.
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White papersThe Great Rotation: Why the Recent Value Rally Is Ready to Resume
Barring a protracted stalemate in Iran, we believe value stocks are poised to resume their pre-conflict rally.
