All Equities articles – Page 7
-
White papers
Trade War, or Will Cooler Heads Prevail?
Negotiation or retaliation—the world’s response to the surprisingly aggressive U.S. tariff announcements will be critical.
-
White papers
How are investors responding to the latest wave of tariffs from Donald Trump?
“The news flow is constant and ever changing,” says Premier Miton’s CIO and lead manager of the Diversified fund range Neil Birrell.
-
-
White papers
Approaching peak uncertainty in the Strait of the Sirens
Adding to stocks, trusting the sailors.
-
White papers
Trump tariffs roil markets. What’s next?
If investors were looking for a reason to sell US stocks, they found it in President Donald Trump’s sweeping tariffs. Following several weeks of volatility sparked by on-again off-again tariffs, Trump’s 2 April announcement of higher-than-expected levies against virtually every US trading partner sent shockwaves through global financial markets.
-
White papers
Self-fulfilling prophecy?
Concern about Trump’s tariffs and sticky inflation seem to be deflating consumer confidence.
-
White papers
Expert perspectives: ‘Liberation Day’ tariffs unpacked
‘Liberation Day’ tariffs have intensified stagflation fears, driving risk-off sentiment across markets. Investors are shifting toward quality, selectivity, and liquidity, while real estate shows relative resilience amid broader uncertainty.
-
White papers
How artificial intelligence is reshaping financial services
AI is helping enhance efficiency, reduce costs and improve decision-making
-
White papers
Coping with market downturns
The 2025 market landscape has been shaken by aggressive U.S. trade policies, sparking global retaliation and heightened fears of recession. Despite sharp volatility and a dip in investor confidence, historical trends show that disciplined, diversified investors are often rewarded over the long run. Staying invested through downturns remains a proven strategy to capture the powerful recoveries that typically follow.
-
Podcast
Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) economies and companies with Chief Market Strategist Daniel Morris.
-
Video
US Equities: Opportunities and Challenges in the Trump Era
In this video, Capital Group portfolio manager Chris Buchbinder discusses the future of US equities. He explores the impact of Trump administration policies on the market, potential overlooked investment areas, and long-term opportunities in the current political landscape.
-
Podcast
Outerblue Convictions- Global Investment Views - Europe rallies behind historic German spending bill
In this month’s review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening in Europe in the past few weeks, in particular, the historic spending package approved by the German parliament. Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, catch-up to discuss the remarkable change in policy, and its implications for Germany and the wider Eurozone.
-
White papers
Jevons meets Sputnik: The interdependence of the new and old economy
AI growth exposes significant US power grid challenges and the interdependence of the new and old economy. Learn about the implications of Jevons paradox and DeepSeek’s ‘Sputnik moment’
-
White papers
3 Reasons to own global listed infrastructure today
Attractive valuations, an advantageous macro environment and high private investor interest set the stage for potentially strong total returns from listed infrastructure.
-
White papers
Making diversification great again: April macro and asset class views
President Trump has designated April 2 for unveiling a series of tariffs on trade partners, referring to it as America’s ‘Liberation Day.’ But businesses and investors won’t be liberated from trade policy uncertainty.
-
White papers
Europe in focus amidst fiscal boost
“President Trump’s approach to trade and global alliances may be a wake up call for Europe. The region is signalling a clear and a historical shift, which will require target measures to boost growth efficiently.”
-
White papers
Empowering transformation in Europe
Europe is facing major economic and security challenges. The European Commission (EC) has started translating the Draghi report’s recommendations into effective proposals.
-
White papers
Equity sectors: a mix of Growth and Value to navigate the challenges ahead
We see three themes shaping sector returns in the coming decade. Artificial intelligence (AI) will support the Information Technology (IT) sector followed by Healthcare, but it is due to extend to others as well. Regarding climate change and geopolitical dynamics, capital expenditure (Capex) will play a more important role than consumption, benefitting Industrials more than the Consumer Staples and Discretionary sectors. Finally, policies supporting deregulation should improve capital efficiency and shareholder returns, to the benefit of Financials.
-
White papers
Demographics will shape future growth potential
Three trends that will shape the macro-financial landscape
-
White papers
The global economy’s path in a fragmented world
With the world on the brink of significant structural changes, projecting the long-term macroeconomic scenario for 2025-2050 presents unique challenges. It is crucial to identify emerging trends while evaluating the acceleration of existing ones.