GLOBAL EQUITY STUDY
Buyback Watch
Global share buybacks rise 8.4% to a record US$1.46 trillion in 2025 — as buybacks become increasingly prevalent across global equity markets.
EQUITY PERSPECTIVES
Quarterly equity market insights
- Macro backdrop: Assessing geopolitical risk
- Potential impacts of higher inflation
- Dividends as an anchor in choppy markets
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EQUITY INSIGHTS
When will AI investment payoff?
How big is the potential market for AI and when will investors see returns?
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VIDEO
The world in 2031 - Megatrends to watch
How is innovation transforming health care, manufacturing and productivity?
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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
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Actionable ideas to help you and your clients navigate equity markets
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A revenue-centric approach to capturing the growth potential of developing economies
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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.