Equities

Insights across sectors, themes, factors, countries and more

Daily Index Insights
  • 1 day ago

A 2-minute read on market trends, including performance data covering S&P DJI's index solutions for equities, fixed income, multi-asset, commodities, and factors

Global Macro Insights
  • 1 day ago

Risks to global growth and inflation have intensified due to tariffs and trade policy, according to Templeton Global Macro. The team is actively monitoring the evolving landscape and identifying co...

Volatility isn’t new: it’s normal – mid-year outlook
  • 2 days ago

Mike Fox, Head of Equities at Royal London Asset Management, looks at the lessons we can learn from previous periods of volatility and where his focus is going into the rest of 2025 and beyond.

Infographic: The Case for Active ETFs
  • 2 days ago

Active ETFs are experiencing explosive growth fueled by investor demand for professionally managed, transparent, and flexible investment solutions amid market volatility and higher taxes. Learn how...

Consider This: The weaponisation of supply chains
  • 2 days ago

How secure are the world’s supply chains? As geopolitics and technology collide, investors must rethink risk, resilience, and opportunity in a rapidly fragmenting global economy. In this research p...

Game, Set & Match to AI: Technology adoption in tennis and beyond
  • 2 days ago

How this year's Wimbledon championships are embracing AI.

RPM Ep. 51 | Now is the time for infrastructure secondaries with Tim Rees
  • 2 days ago

In this episode of RPM, Tim Rees, a London-based Partner on StepStone’s Infrastructure and Real Assets team, joins co-host Michael Venne to discuss the rapid growth of infrastructure secondaries an...

European fixed income offers value, not just diversification
  • 2 days ago

The turbulent start to 2025 has sent many investors seeking alternatives to US assets, but in our view European fixed income can offer more than just diversification.

Non-U.S. Investing In a Fragmenting World
  • 2 days ago

Our global equity team believes the conditions underpinning more than a decade of non-U.S. equity underperformance may be starting to shift.