Global equities that should prove resilient to the stock market’s storms

Alex Illingworth of Goshawk Asset Management highlights three diverse opportunities in global equities despite a turbulent landscape

Mitsubishi Electric
(Image credit: Christian Petersen/Getty Images)

Despite a turbulent global landscape in 2025, equity markets have remained resilient, a reminder of how well good businesses often respond to shocks and challenges. And it’s not just world events they’re having to cope with. Persistently high bond yields are raising the bar for equity investors.

When returns on cash in the bank and relatively safe bonds are high, it suppresses their appetite for stocks.

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Alex Illingworth