GLOBAL EQUITY STUDY
Dividend Watch: edition 1.
Companies worldwide paid $1.14trn in dividends in H1 2025 – up 6.2% year-on-year, highlighting resilient growth.
Dividend Watch: Tracking the world's largest 1,600 companies to uncover global equity trends.
EQUITY PERSPECTIVES
Quarterly equity market insights
- Central banks face balancing act
- Has the tide turned on the US dollar?
- Diversification is key as markets broaden
EQUITY INSIGHTS
Tariffs: Which companies have the edge?
We examine the characteristics of companies better positioned for evolving trade policy.
VIDEO
Looking ahead in 2025
Our investment professionals assess the global outlook against an economy in flux.
LONG-TERM THINKING
The world at geopolitical crossroads
Forward-looking scenario analysis to help navigate a new world order.
Podcast | The Analyst View: Unlocking longevity – The future of health and aging
Video | Innovation in Asia and Europe: Why now matters
Capital market assumptions: our 20-year expectations for equities and bonds
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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.