Equities

Insights across sectors, themes, factors, countries and more

First half-year results 2026
  • 15 hours ago

Union Bancaire Privée’s Group profit sees solid growth of 40.4% to CHF 169.4 million

By UBP In Equities
More US Stocks Are Marching to a Different Beat
  • 15 hours ago

AI leadership has left many stocks moving to a different rhythm. Investors should tune in.  Something unusual is happening in the US equity market. AI infrastructure winners continue to power marke...

Decoding investment signals from the AI build-out
  • 15 hours ago

The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.

China’s domestic tourism boom: A new driver of consumer growth
  • 15 hours ago

China’s domestic travel boom is boosting consumer spending, supporting tourism-related sectors, and creating a new growth engine for the economy.

USD remains on top, for now
  • 15 hours ago

The US dollar led G10 currencies in June on resilient growth and higher yields, but softer payrolls may slow momentum.

Equities lead, bonds catch up
  • 15 hours ago

Equities remain favored but improving bond prospects lead to a more balanced allocation across asset classes.

Preparing Your Life for Liquidity: Post-M&A Success (Beyond the Financials)
  • 15 Jul 2026

Business owners planning for a liquidity event often focus on the financials. But preparing for their post-transaction lives is just as important—and less tangible considerations should not be igno...

A Quantitative Approach to Adding Alpha in Emerging Markets
  • 15 Jul 2026

PGIM’s Quantitative Equity team explores a critical question for investors: In a world of heightened country dispersion, where does alpha really come from, country selection or stock selection?

The hidden drivers of healthcare affordability
  • 15 Jul 2026

With projected healthcare costs nearing decade-high levels, employers need to look beyond trend and address the real drivers: specialty pharmacy, pricing, governance and high-cost claimants.