All Equities articles – Page 7
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White papersGlobal equities rally despite major headwinds
Global equities delivered strong results in the second quarter of 2025. Non-U.S. benchmarks generated double-digit gains, led by emerging markets (EM), with returns amplified by a weakening U.S. dollar. U.S. equities overcame a steep decline in early April following the Trump administration’s Liberation Day announcement of tariffs on U.S. trading partners.
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White papersRedefining Dividend Dynamics for Equity Income Investors
Income-seeking equity investors don’t need to sacrifice growth to capture the power of dividends.
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White papersO’Connor Global Multi-Strategy Alpha Monthly Letter: Positioning beyond the US
In June, global markets navigated a complex web of economic and geopolitical developments, creating a striking paradox: rising trade barriers and the ensuing risk of rising inflation on the one hand, and record-high equity performance on the other. Despite these tensions, recent data reveal a resilience in market sentiment.
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VideoWhat sets quant apart from traditional investors?
In this video, Daniel Mahr explores the divide between traditional stock picking and algorithm-driven strategies.
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White papersSolving for 2025: Mid-Year Scorecard
At the end of 2024, our CIOs sat down to discuss the five key themes they expected to impact markets. At mid-year, we assess how those have played out so far.
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VideoTalking Markets – US Opportunities
“The One Big Beautiful Bill” – is it good for the US economy? In this edition of Talking Markets, Premier Miton US Opportunities Fund Manager, Hugh Grieves, breaks down Trump’s policies on trade, tariffs and broader economic shifts, exploring what they could mean for US investors.
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White papersAsset Allocation Committee Outlook: 3Q 2025
That was a tumultuous quarter. Since April, the global economy and markets have faced the U.S. administration’s erratic tariff policy, broader trade tensions, fiscal concerns and flare-ups in geopolitical risk, all resulting in widespread volatility and economic uncertainty. And while many of these catalysts may ultimately have material economic and financial impacts, both macro data and risk markets have shown notable resilience, and “looked through” this uncertainty, a theme that we introduced in our last quarterly outlook.
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White papersKeeping it “Real”—The Case for Natural Resource Equities
Natural resource equities can provide inflation protection and portfolio diversification, making them a potentially compelling investment option in environments characterized by elevated inflation, heightened geopolitical risk, and increasing energy demand.
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VideoFive Great Themes for Long-Term Equity Investors
Headlines might suggest that there’s a lot of risk in the world, but for a long-term investor, there’s also a lot of opportunity. [Here are] five things that you can think about.
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White papersTwo paradigms: regulated utilities across the Atlantic
We offer a comparative look at US and European utility regulation and what it means for investors navigating two distinct models of oversight.
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White papersStocks and bonds rally despite trade turmoil: Q2 roundup
Global stocks advanced in a volatile quarter marked by erratic trade policy, surging technology stocks and a ceasefire in the Iran-Israel war. The quarter opened with a wave of new U.S. tariffs, sending stocks sharply lower, and ended with a powerful rally as some levies were paused and global trade negotiations progressed.
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VideoMarking four years of Sustainable Global Equity
Four years in, our Sustainable Global Equity team reflect on where they see value in the portfolio, why they think sustainability remains as relevant as ever, and the key themes guiding the strategy for the years ahead.
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VideoThe power of impact equity in building scalable businesses
Impact growth equity is unlocking vital capital for scaling businesses that drive social and environmental progress. With growing investor interest and innovative funding models, the sector is well-positioned to overcome late-stage challenges and fuel meaningful, sustainable growth.
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White papersShaken, but not stirred
The U.S. economy remains resilient but is gradually losing momentum, while policy uncertainty continues to cloud the global outlook. Selective opportunities are emerging in fixed income, private markets, and high-quality equities supported by solid fundamentals.
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White papersQuarterly Equities and Multi Asset Outlook – Q3 2025
In a market environment dominated by macro headlines, this outlook challenges conventional thinking by focusing on the power of company fundamentals. It explores how equities can thrive even amid weak economic data and highlights the risks of overreacting to broad macro signals. With insights into geopolitical shifts, sector-specific dynamics, and valuation opportunities, the report equips institutional investors with a nuanced view of where to find value—and how to position portfolios for resilience and long-term growth.
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White papersOpportunity Amidst Uncertainty
Beyond the short-term market impacts of trade tensions and geopolitical risk events, we are constructive in our medium-term outlook for the global economy and risk assets.
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White papersHealthcare Stocks: An Investing Prescription for Growth and Stability
Healthcare stocks present an exciting investment opportunity, with attractive valuations and strong growth potential driven by demographics and AI adoption. Despite policy uncertainty, healthcare’s defensive nature also offers stability for volatile times.
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White papersInvesting in private equity infrastructure – Opportunities and insights
Among the current investment opportunities, private equity infrastructure stands out as a compelling option for investors seeking stable, long-term returns. Rodolphe Brumm sheds light on the intricacies and promise of this private assets segment.
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White papersCautious Optimism Amid Policy Uncertainty
Despite ongoing policy uncertainty and tariff-related volatility, we are cautiously optimistic thanks to resilient economic fundamentals, broadening equity market performance, and the potential for pro-growth policy shifts later in the second half of 2025.
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White papersThe 3 reasons we still feel good about tech
Tech may have had a slow start to the year but we still believe in the sector.
