GLOBAL EQUITY STUDY
Profit Watch: Edition 1
Global profits rose to a new record in 2025 on rising sales and expanding profit margins.
EQUITY PERSPECTIVES
Quarterly equity market insights
- Macro backdrop: Where we differ from consensus
- Shifts in global trade as US protectionism rises
- The europe-wide implications of German stimulus
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EQUITY INSIGHTS
Opportunities in a fragmented world
Three areas of investment potential as the global re-alignment plays out
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VIDEO
European Banks: How patience can pay off
European banks have rallied, but is it a fleeting moment or the beginning of a lasting trend?
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LONG-TERM THINKING
The Great Global Restructuring
How AI, trade, the US debt and dollar outlook are reshaping the investment landscape.
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Outlook | Key market drivers for 2026
Explore our equity range
Actionable ideas to help you and your clients navigate equity markets
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An unconstrained approach to global investing focusing on high quality multinational companies
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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.