All Large cap articles – Page 2
-
White papersEquities in elections time
“With equity markets at record highs and election uncertainty looming, a balanced approach in equity with a focus on fundamentals is key.”
-
White papersThe road ahead for equities
What direction could equity markets take from here? Will they continue on a narrow path - led by large-cap tech stocks - or is there potential for a wider range of opportunities?
-
White papersEquity Market Outlook 4Q 2024
Despite a slowing U.S. economy, we reaffirm many of our Q3 recommendations and think the odds of an imminent recession remain low.
-
White papersIndex investing as an active decision: implications for equity investors
Today’s passive index investing requires active choices, as customization and innovations in index funds have resulted in new considerations for investors and the potential for greater control.
-
White papersThe shifting landscape within direct lending
The direct lending market is constantly evolving. Recently greater competition within certain parts of the market has impacted pricing and eroded lending terms. For these reasons M&G Investments believes in taking a conservative and highly selective approach.
-
White papersA New Era for Small Caps?
After a decade of lagging market results, stocks of small companies seem poised for a resurgence. Small company stocks have generally disappointed investors in recent years, not because of their fundamentals, but due to the relative strength of large companies since the Global Financial Crisis. The difference is reflected in the combined multiple (or valuation) expansion of large caps and multiple contraction of small caps, even as the latter generated stronger earnings growth over more than a decade.
-
VideoHow might investors withstand ‘AI FOMO’?
Maintaining a diversified portfolio amid the Magnificent Seven phenomenon could protect investors against volatility, says Phil Orlando, Chief Equity Strategist.
-
White papersThe Artificial Intelligence revolution: sector perspectives
We believe that Artificial Intelligence (AI) could have over the long-term a positive impact on productivity and GDP growth. However, the impact will not be linear across sectors, especially in the early phases. Those companies that are already investing heavily in AI technologies are the most likely to see benefits to revenues and/or profitability, but disappointments will happen given increased and new competitive pressure as well as the emergence of questionable business cases in light of the involved costs.
-
White papersEquities at all-time highs
”We expect equity markets to take a breather after the recent all time highs. We look for opportunities beyond the mega caps and in emerging markets.”
-
White papersHigher for Longer: The CIOs’ Weigh In
While this year’s inflation and rates environment has disappointed many, we see it as a bump in the road that has created opportunity in several markets.Midway through 2024, it’s pretty clear what the story of the year has been so far: stickier inflation and higher rates for longer than many investors wanted or expected.
-
VideoEquity outlook: High valuations and higher-for-longer rates
Equity outlook: High valuations and higher-for-longer rates
-
White papersValue Stocks: Cracking the Quality Code
Today’s value stocks offer a magnificent mix of quality, forward-looking profitable firms.
-
White papersDo We Now Need to Worry About Stagflation?
We believe high nominal growth, peak rates and broadening earnings performance continue to underpin equity market performance.
-
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.
-
White papersThe Second Wave of the AI Investment Theme
The artificial intelligence investment theme made the “Magnificent Seven”—but could soon begin to disrupt it.
-
White papersA sort-of Super Tuesday
This week played host to ‘Super Tuesday’, a key date in the US presidential election calendar where key states hold their primary elections. This year’s results yielded few surprises and set up the 2024 US Presidential election to be a rematch of 2020.
-
White papersHealthcare investing - 2024 outlook brighter on compelling valuations and easing headwinds
2023 was a tough year for healthcare investing, resulting in the sector lagging the broader indices by the widest margin since 1999. We believe the outlook for 2024 is much more favourable as the sector’s valuation is highly compelling, while many of the headwinds are abating.
-
White papersIs Too Much Riding on the Tech Titans?
U.S. tech is “Magnificent” in many ways, but it cannot lead the market forever—investors may want to seek performance elsewhere.
-
White papersLong the Strong
The prolonged adjustment to higher rates is just beginning, and we think it will likely be more painful for some than others.
-
White papersSDG Engagement Equity Report, H1 2023
In this report, we outline our engagement activity for the first six months of 2023. During the period, we once again put emphasis on the role companies can play in supporting their employees.
