All Active articles – Page 19
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White papersNeil Robson: Technology and demographic trends in 2018
The pace of technological change is one of the key themes of recent years, and many believe it has now grown to such a point that many believe the sector is overvalued.
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White papersGerry Frewin: Generating a consistent income from bricks and mortar in 2018
The UK market has continued to benefit from sustained investor in-flows.
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White papersIn Credit: A journey beginning with a single step?
The long journey to policy normalisation in Europe began last week with a barely perceptible step.
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White papersReaction: Italian election
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
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White papersAsset Allocation Update: New year, evolving views, same growth aims
As we move into 2018 we have spent some time evaluating the work we performed last year, as well as revisiting our current asset allocation positioning.
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White papersResponsible Investment Quarterly: Q4 2017
On the heels of two good years in the bond market, the best days for fixed income are likely behind us.
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White papersHolding Active Management to a Higher Standard
Data points cannot come close to telling the full story of William Blair’s approach to active management; our story is one defined by our constant evolution.
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White papersWhat the recent market move means for European credit
Not a cycle reversal. We qualify the recent price actions as corrections, not as a cycle reversal. This position is mainly supported by past performance: profit taking is appealing when volatility increases.
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White papersMarket sell-off requires more emphasis on diversification
Market sell-off. After more than a year without a significant correction, equity markets declined as interest rates moved sharply higher due to concerns that inflation may be rising.
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White papersWhy China, Why Now?
The domestic Chinese equity markets are some of the largest and most liquid in the world, and they offer unique investment opportunities—yet they have been largely neglected by institutional investors.
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White papersIs it too quiet as we head into 2018?
As we look forward to 2018, there’s an illusion of calm in financial markets. But this doesn’t mean that nothing is going on. In fact, opposing forces are simply cancelling each other out.
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White papersSynchronised upswing in global growth drives positive equities outlook
The global economy, with the exception of the UK, is going through a period of rare synchronised expansion. Corporate profits are rising, trade is expanding, and growth is robust in the US, Europe and beyond. Asia is benefiting from this global phenomenon and a continued uplift in China.
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White papersFixed income playbook 2018: less risk, more diversification
On the heels of two good years in the bond market, the best days for fixed income are likely behind us. 2016 produced strong returns in most sectors, especially high yield corporate bonds, which generated double digit gains.
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White papersEurope: economic optimism and fewer wins for the populists
As 2018 starts, the scene is set for a positive year for equities. Across Europe, there are clear indicators of continuing economic growth after a very strong 2017.
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White papersTechnology and ‘mega-trends’ to drive US equity performance
US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.
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White papersAsia’s new era of sustainable growth
The huge Chinese economy is experiencing a ‘second awakening’ under President Xi Jinping, with a strong agenda for supply-side reforms and an emphasis on sustainable macroeconomic growth.
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White papersGlobal equities: quality will out
Following a good year globally for the high-quality stocks that we favour, valuations in certain parts of the market have started to look stretched.
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White papersCommodities hitch a ride on global growth
Highly favourable tailwinds give us confidence that commodity prices will push significantly higher in 2018.
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White papersThe UK’s demise is overstated
UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.
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White papersJapan: three reasons for a positive outlook
In recent weeks we further raised our allocations to Japanese stocks, with near-term catalysts.
