All Equities articles – Page 9
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White papersEuro area: Worst over, slow recovery ahead
”Confirmation of no recession for the Euro economy, improving business sentiment and the ECB going to cut rates should support European equities including small caps.”
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White papersA burgeoning force in the global economic order
Asia’s future looks bright. It has some of the world’s fastest growing economies and some of the most innovative companies globally. Dominic Howell caught up with David Perrett, Co-Head of Asia Pacific Equities, to discuss Asia’s growing importance in the global economy – and why he is excited about the prospects for Asian equities.
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White papersForget the politics: Why election uncertainty won’t, and shouldn’t, put investors off the US
Everything about the United States is big – its market, its economy and the companies housed there. It is also continuing to confound investors’ expectations. Many anticipated it would slip into recession in 2023, but this never came to pass. Instead, according to the US Treasury, it delivered above average economic growth over the 12 months because of “growing economic output, labour market resilience, and slowing inflation”.
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White papersStay Focused on Earnings
Should a sticky inflation release cause investors to revise their outlook for equities?
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White papersMacroeconomics, Geopolitics, and Strategy - April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
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White papersCross Asset Investment Strategy - April 2024
”Market sentiment may remain positive if we don’t see an economic slowdown and inflation also doesn’t surprise. However, areas of excess have built up, and underscore the need to remain vigilant.”
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White papersA window of opportunity for European equities
Equities have performed very well in the first quarter of the year. Where do we go from here?
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White papersImpact Opportunities Equity, Q1 2024
Financial inclusion is an essential part of ‘building back better’; not just as a moral imperative but as a significant economic opportunity which offers real benefits for society as a whole. In our latest quarterly report, the team highlight several companies breaking down the barriers to accessible and affordable finance.
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White papersSustainable Global Equity Report, 2023
While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. In this report, the Sustainable Global Equity team explain why the life sciences industry is well positioned to benefit from structural trends.
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White papersChina: The unloved trade
Whisper it quietly but, despite a sea of negative sentiment, equities in the world’s second largest economy have held their ground in recent months. Could the contrarians be onto something?
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VideoMeet the Manager: Henry Biddle
In our latest instalment of ‘Meet the Manager’, Henry Biddle, Portfolio Manager on the Sustainable Global Equity and US SMID Equity strategies, explains what he loves about his job, why he considers himself a quality investor, and the one thing that would make him check his inbox on holiday.
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White papersThe Changing Asian Landscape: Japan Enters a New Era
We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.
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White papersBroaden Your Investment Horizons
It may be time to look beyond the U.S. for equity market performance, especially if early signs of a cyclical economic recovery persist.
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White papersBreadth and Balance
The economic outlook may have improved, but large parts of the credit and equity markets are fully valued.
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White papersEquity Market Outlook 2Q 2024
Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets.
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White papersThe Long View: Four megatrends to watch
Innovation is not just a buzzword — it is the lifeblood of investment success. It fuels growth, drives competitiveness and shapes the future of companies. But while innovation is essential, not all emerging trends are created equal.
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White papersRotations at play in equity markets
In 2024, the equity rally has weakened in the tech heavy Nasdaq Index which was the leader last year, now in favour of other regions. Large cap companies in the Eurozone and Japan posted double digit returns in Q1.
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White papersGlobal Investment Views - April 2024
A resilient US economy (owing to consumption and wealth effects) and strong earnings expectations for the year are driving the recent upside in equities and increase in yields. Now, the big questions are whether this can continue given the already strong market movements, and whether these earnings expectations are credible?
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VideoEmerging Markets: Q1 CIO Update
Chief Investment Officer Sean Taylor provides a Q1 update on emerging markets, a regional outlook on how some countries are doing, and his thoughts on AI’s impact in Asia.
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PodcastOuterblue Convictions – Global Investment Views: The late-cycle environment continues to play out
Recent weeks have seen gains in the Magnificent Seven with rallies spreading across other sectors and US and European equities setting record highs. But how much longer can the equity markets keep rising and what has been driving this climb? Giulio Lombardo and Monica Defend, Head of Amundi Investment Institute, take a closer look at the reasons behind this upsurge and whether we should expect a reversal soon.
