There are 118 item(s) tagged with the keyword "equities".
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The rate cycle may be approaching a turning point, yet the balance is fragile. For equity investors, the direction of bond yields, and the policy response they provoke, will be critical in determining whether current pressures ease or develop into a broader market disruption.
Olivia Micklem responds to some of the most common questions she currently receives.
From AI to interest rates, the themes driving the US equity market are creating more winners and more losers.
UK equities have delivered strong returns and recently reached new highs, but compelling contrarian opportunities remain. With market leadership broadening, the backdrop for stock selection is becoming more supportive. Here, portfolio managers Alex Wright and Jonathan Winton highlight where they are seeing the most compelling opportunities across the market-cap spectrum.
Strong earnings meet a higher hurdle rate
Jason Humphrey provides his expert insight into what should be on investors’ due diligence checklist when selecting equity index funds. Within this, he highlights the operational factors that have the potential to have a much more significant impact on investment outcomes than small differences in ongoing charges.
From AI promise to proof.
The AI driven rally has reshaped Asian equity markets, widening valuation gaps across the region. Nitin Bajaj, Portfolio Manager of Fidelity Asian Values PLC, explains why he remains committed to a disciplined value approach and where he continues to find compelling long-term opportunities.
AI remains the driver, but the opportunity is changing
Jupiter investment experts in European Equities and World Equities discuss what 2026 may have in store for markets.
Displaying: 1 - 10 of 118