Tatton Asset Management sees earnings growth supporting equities
- Tatton Asset Management expects earnings growth to support equities, though tighter liquidity raises near-term volatility risks.
- Global earnings growth is increasingly revenue-driven, signaling broader economic expansion rather than gains from higher profit margins.
- Higher real government bond yields limit price-to-earnings valuation gains, though yields are not expected to rise much further.
- UK GDP grew 0.7% in the three months through September, its fastest quarterly expansion since 2024, powered by business investment.
- AI-related investment could support UK service exports, but the current account deficit has yet to narrow.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Tatton Asset Management plc published the original content used to generate this news brief on November 13, 2026, and is solely responsible for the information contained therein.