Equities

Insights across sectors, themes, factors, countries and more

Artificial Intelligence: What’s ahead for the next computing platform
  • 13 hours ago

Artificial intelligence (AI) is emerging as the next foundational technology, poised to reshape industries globally. We recently sat down with Franklin Equity Group’s Matt Cioppa to ask his view on...

UK Real Estate Market Outlook 2025: The Road to Recovery
  • 13 hours ago

As we near the end of the 2024, it is time to reflect looking back at the year that was, and what 2025 might bring.Despite the sometimes-bumpy journey, the economy performed better than expected th...

2025 MIDYEAR OUTLOOKS
  • 1 day ago

As inflation around the world continues to normalize, investors will contend with the new shape of policies in the U.S., which may impact growth but could bring favor to riskier assets in 2025.

Calm: Oil markets adjust to a new normal as risk premium ebbs
  • 1 day ago

Oil markets have responded with complacency to sanctions on major producers, rerouting of tankers, and military unrest in the major supply areas. S&P Global oil markets expert Karim Fawaz joins Ene...

Carbonomics: The Economics of Reaching Net Zero
  • 1 day ago

The latest update shows that low-carbon technologies are becoming more affordable & those competing with natural gas are becoming more expensive.

ClockWise: Mind EUR eye
  • 1 day ago

Uncertainty around the incoming Donald Trump administration’s policies remain. Recent days have seen a series of social media posts from Trump announcing plans to place tariffs on three of its majo...

Falling enrolments and funding cuts force Australian universities to take stock
  • 1 day ago

The Australian Universities Accord offers a roadmap for reform, but there are major challenges ahead.

How the Improvement of Sustainability Data Enables a More Robust S&P/BMV Total Mexico ESG Index
  • 1 day ago

In partnership with Bolsa Mexicana de Valores (BMV Group), S&P Dow Jones Indices (S&P DJI) launched the S&P/BMV Total Mexico ESG Index in June 2020, providing investors an opportunity to express th...

Hurricane Effects Slow Consumption in October, but Not Income
  • 1 day ago

In October, real consumer spending experienced a modest increase of 0.1%, largely driven by higher spending on health care services. At the same time, personal income grew by 0.7%, which might have...