GLOBAL EQUITY STUDY
Dividend Watch: Edition 2
Global dividends hit a third-quarter record in Q3 2025 of $519 billion led by financials; resilient dividend growth drives strong yields across sectors.
EQUITY PERSPECTIVES
Quarterly equity market insights
- What's next for the US dollar
- Is US debt sustainable?
- How migh a global rebalancing unfold?
EQUITY INSIGHTS
Opportunities in edge AI
AI inferencing in edge devices like smartphones is an exciting growth area.
VIDEO
Identifying disruptors from the disrupted
Portfolio manager Tomoko Fortune discusses the challenges facing companies in the AI race.
LONG-TERM THINKING
Investing lesson from elite CEOs
Characteristics of industry leaders who have driven strong results.
Podcast | The Analyst View: Health check for the pharmaceutical sector
Video | Staying nimble in turbulent markets
Capital market assumptions: our 20-year expectations for equities and bonds
Explore our equity range
Actionable ideas to help you and your clients navigate equity markets
A core, global equity solution
Never miss an equity insight
The Capital Ideas newsletter delivers the investment insights that matter straight to your inbox.
Risk factors you should consider before investing:
- This material is not intended to provide investment advice or be considered a personal recommendation.
- The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment.
- Past results are not a guide to future results.
- If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful.
- Depending on the strategy, risks may be associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.