Equities

Support growth and competitiveness

Global earnings catching up

Evolution to style-agnostic approach

Financials and tech stocks led a 6.2% rise in global dividends over Q3 2025, reaching a record US$518.7 billion.

With equity markets keenly poised between exuberance and risk, investors are asking where do we go from here? On the 25th anniversary of flagship fund Global Brands, we sat down with William Lock, Head of the International Equity team at MSIM, to hear his views on markets and why he believes quality compounders remain one of the few reliable paths forward.

Depressed valuations

US, Europe and AI

Four funds launched

'Difficult few years' for AIM

Following President Trump's tour