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There are 128 item(s) tagged with the keyword "Equities".

Displaying: 1 - 10 of 128

Investing in Europe's economic future

European equities have caught investors’ attention this year, as an increasingly uncertain geopolitical and economic backdrop has taken hold. Our International Equities team explains how Europe’s response to this uncertainty is creating an optimistic outlook for the region’s stock market.

Tags: J.P. Morgan Asset Management, Europe, Equities
What could Trump mean for global equity income?

In this video, Newton global income portfolio manager Jon Bell considers some of the forces shaping global equity markets 100 days into Donald Trump’s second tenure as US president.

Tags: BNY Investments, Macroeconomics, Equities
Thembeka Stemela Dagbo: Impact, inclusion and mocktail margaritas

Fund manager Thembeka Stemala Dagbo discusses how motherhood has provided her with important new perspectives, why she sees a strong future for diversity and inclusion investing and discovers whether the Dream Machine offers cocktails.

Tags: M&G Investments, Equities, Podcast, Impact
Rethinking equity income in volatile markets

At a time of high economic uncertainty, with equity market volatility likely to remain elevated over the coming quarters, investors are looking at ways to add ballast to equity portfolios. In our latest On the Minds of Investors, our Market Insights team looks at how income-oriented strategies can potentially provide investors with more defensive market exposure in the current environment, whether via traditional dividend payers, or by trading some upside potential for income from options premiums.

Tags: J.P. Morgan Asset Management, Volatility, Equities
Pain in Spain: Why infrastructure resilience has never been more important

A dramatic power outage in Spain and Portugal in April 2025 starkly revealed our dependence on electricity infrastructure. Alex Araujo and Michael Rae explore the resilience of power grids and how the shift towards renewable electricity generation could create investment opportunities for infrastructure businesses.

Tags: M&G Investments, Infrastructure, Equities
A postcard from Japan

In this video, Walter Scott client investment manager Murdo MacLean discusses a trip to Japan undertaken by members of the research team. Find out what they learned.

Tags: BNY Investments, Equities, Inside the Fund Manager's Head
Enduring reform: Japan's ongoing shift in corporate behaviour
Three years ago, when we first made the case for Japanese equities, the idea that corporate Japan was changing for the better required some persuasion. But the country’s stock market rally of 2023, driven by genuine profit growth, confirmed what was then a contrarian stance. Now, we may be approaching another such inflection point.
Tags: M&G Investments, Equities, Japan
Stability in uncertain times

Amid a sharp rise in global volatility, the Fidelity Global Dividend strategy has performed strongly, both on an absolute and relative basis. Our investment team outlines how the strategy’s emphasis on delivering a smoother return profile and protecting capital in falling markets, while providing a stable dividend, has been key to navigating turbulent markets.

Tags: Fidelity, Equities, US, Global, Webcast
What's behind the rally in the gold price?

What's behind the rally in the gold price?

Tags: Jupiter, Alternatives, Equities
A stealth bull market for gold, silver and miners

Ned Naylor-Leyland discusses the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.

Tags: Jupiter, Alternatives, Equities, Fund views, Market views

Displaying: 1 - 10 of 128