All Equities articles – Page 9
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White papersMid-year investment update – Through the rapids
Markets have faced no shortage of challenges over the last quarter, most notably the threat of US import tariffs after ‘Liberation Day’, but also the prospect of a surge in oil prices stemming from the conflict in the Middle East and a sell-off in US Treasury yields following an expansionary budget bill in the US.
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White papersSoaring to new heights Top 10 with… Interview with David Kozlicki
The real estate market has experienced significant changes in recent times, with many investors seeking innovative strategies to enhance their portfolios.David Kozlicki, Head of Unified Global Alternatives (UGA) – Real Estate, discusses how the business is responding to these shifts by offering diversified investment opportunities, adaptive solutions and strategic partnerships. By leveraging their global reach and expertise, how does UGA – Real Estate aim for optimal asset control and sustainable growth in a volatile market?
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White papersUS dollar slide pauses amid US-Japan deal
The dollar fell by around 10% this year, as on 22 July, mainly due to uncertainty over President Trump’s trade policies and concerns over US debt and fiscal deficit. Issues like the political pressure on the Fed to cut rates aggressively have also weighed on sentiment.
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White papersA tech transformation for China?
Despite lingering concerns over its property sector, recent data from China suggests the world’s second largest economy is weathering the tariffs storm, helped by a burgeoning tech sector.
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White papersJapan: Opportunity Trumps Politics
The U.S. trade deal will further support improving economic fundamentals in Japan, which underpin our constructive equity positioning on the country. Recent political developments and volatility in the government bond market are unlikely to change our long-held view.
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White papersUnified Global Alternatives – Hedge Fund Bulletin: Monthly Hedge Fund Update – June 2025
Risk assets produced mostly positive performance in June as investors demonstrated renewed focus on AI related themes, the easing of Middle East tension, as well as some market short covering across momentum factors. Expectations for a more dovish US Federal Reserve also provided a boost to market sentiment. The Dow Jones Industrials, S&P500 and the NASDAQ had positive performance. In Equity / Hedged, US Equity Hedged strategies generally produced positive returns.
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White papersRemaking the case for US SMID caps
Over the past 10 and even 30 years, SMID cap companies have quietly outpaced large caps in earnings growth. Yet, large cap indices have dominated headlines, driven not by superior growth, but by soaring PE ratios. In this note Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, takes a look at the overlooked power of SMID caps.
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White papersEquity Market Outlook: 3Q 2025
We maintain our belief that economic growth is likely to slow, but that a severe U.S. downturn appears unlikely. Against this backdrop, we remain constructive on global equity markets heading into the second half of 2025 and highlight potentially more attractive opportunities.
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White papersThe reality of risk: Unearthed opportunity in growth equity impact
Growth equity impact supports enterprises poised to solve critical societal and environmental challenges. Concerned about an emerging funding gap, M&G Investments has partnered with Phenix Capital Group, a leading global impact investing consulting group, to explore the reasons this gap exists and the implications. Combining M&G research with the Phenix Impact Database, we present a data based analysis of this critical issue.
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White papersJapanese equities: Learning to navigate a new equilibrium
The Japanese equity market has largely drifted sideways over the past 12 months, following a powerful run in 2023 and early 2024.
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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.
