Are solid fundamentals enough in today’s stock markets?
In recent weeks, the financial press has reported two important developments in the stock markets. First, despite some recent dips, stock markets have largely recovered from their “Liberation Day” lows. Second, equity investors outside the US are looking to diversify their investments. This selection of current insights from MFS, Robeco and Charles Schwab, among others, presents practical perspectives on the changing landscape of global equity markets.
Is the underperformance of European equities ending? (Deutsche Bank Research Institute)
For most of the past fifteen years, the default position for investors has been overweight US equities and underweight European equities. Is this dynamic changing?
Key Equity Themes – A New Era of Opportunity (MFS)
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Here are five key themes transforming equity market opportunities.
Liquidity: trading linked to S&P DJI indices in 2024 (S&P Dow Jones indices)
The growth of indexing is clearly illustrated by the growth of ETFs, with an increasingly wide range of global products continuing to see rapid asset growth.
Stock buybacks are booming and that’s bad news (Morningstar indexes)
Companies in the Morningstar US Market Index spent more than $1 trillion on stock buybacks over the past twelve months through September 2025.
Emerging market stocks gaining momentum (Robeco)
The consensus is that India has a great future, but therefore has a relatively expensive stock market. Is the consensus correct?
AI: Stairway to Heaven or Heartbreaker? (Charles Schwab)
The most powerful argument for AI is its potential to boost productivity across the economy. How true is this argument?
Fifty years of innovation, myth-making and myth-breaking (PMR)
Financial theory has come a long way in recent decades, but despite major paradigm shifts, many myths and assumptions persist to this day.
Why healthcare, why now? (Candriam)
The healthcare sector is now trading near 35-year lows in relative valuations, while its weight in the S&P 500 has fallen to a 24-year low.
An alternative to European and American large caps (BNP Paribas AM)
The US tech sector is uniquely well positioned to grow earnings, and we doubt any major index can outperform over the medium term.
Stylish? Active style deviation when styles are in fashion (Vanguard)
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When active fund managers add stocks that fall outside their fund’s stated investment style, the portfolio can drift.
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