Equities

Insights across sectors, themes, factors, countries and more

US tariffs: What to do and what not to do, in light of tariff news
  • 1 day ago

Explore the potential impact of US tariffs on global markets, and learn how to build more resilient portfolios that can protect against inflation risk and capitalise on opportunities amid the curre...

South Korean stocks soar on governance reform hopes
  • 1 day ago

market snapshot

US equity midyear outlook: Looking toward 2026 for upside
  • 1 day ago

ClearBridge Investments believes tariffs remain the key risk to corporate profits in the second half of the year and is less concerned about geopolitical events or the outlook for fiscal and moneta...

Innovation Insights Quarterly: Q3 2025
  • 1 day ago

Collapsing the boundaries between organic and artificial, illusion and reality, and human and machine is being discussed in the latest Innovation Insights Quarterly from Franklin Equity Group.

Bond Bulletin: US IG credit investors assess BBB – the “Big, Beautiful Bill”
  • 1 day ago

Upcoming US investment grade (IG) quarterly earnings reports will provide investors a first look at whether the corporate debt market has remained resilient despite tariffs. While we anticipate som...

The Power of Global Bonds
  • 1 day ago

Andrew Balls, CIO Global Fixed Income, shares why global bonds are compelling today. With PIMCO’s global presence and local expertise in navigating market cycles, explore how high-quality global bo...

Investing in real assets with ETFs
  • 1 day ago

Improve the diversification of your 60/40 portfolio with real assets like gold, commodities, and infrastructure—especially now that bonds are no longer the go-to for offsetting stock volatility.

Is your organisation prepared to manage people risks around the proposed changes to UK immigration policy?
  • 1 day ago

Practical ways health and social care providers can manage people risks arising from the Government’s proposed immigration policy.

Tactical Asset Allocation
  • 2 days ago

After three months of modest increases, risk appetite has stalled on trade policy uncertainty. In March, we still favor bonds and defensive quality US stocks.