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  • Partners Group: gaining from long-term tailwinds download

    White papers 5 November 2019

    Private markets, including equity and debt, infrastructure and real estate, stand out as a high-margin part of the asset management sector that is still expanding, with returns higher than those delivered by public markets.

  • The stage is set for a rebound in unloved European value stocks download

    White papers 5 November 2019

    Investors have been troubled by the region recently, with a growing feeling that it is mirroring Japan’s ‘lost decade’. But there are reasons to be positive about it, and we are bullish on defensive stocks which we believe are currently trading too cheaply...

  • Time is running out to solve China’s debt bubble download

    White papers 7 August 2019

    Many investors are focused on the outlook for trade talks with the US, fearing an all-out trade war which would negatively impact global, and especially Chinese, equity markets. But investors underestimate the mounting problems caused by the recent rapid expansion of credit in China. Only radical solutions now remain to resolve the country’s growing credit bubble, says Paul Smillie.

  • Flashforward: Drawing Parallels With 1999/2000 download

    White papers 7 August 2019

    Investors in the UK and overseas are adopting extreme positioning in their hunt for defensive growth. In doing so the elastic has become very stretched and a sharp rotation could be overdue. This market dynamic is reminiscent of 1999/2000 whereby ‘old economy’ stocks are discarded in favour of ‘new economy’ ones.

  • Two quarters of turbulence: what the pre-Christmas plunge and new year rebound say about markets download

    White papers 30 May 2019

    World equity indices plunged during Q4 last year before staging a powerful recovery, regaining virtually all the ground they had lost. This extraordinary turn of events may look irrational, but it tells a coherent story about the fragility of investor confidence as we navigate the end of this economic cycle and approach the US elections in 2020...

  • In Credit download

    White papers 8 April 2019

    Should I stay… or should I go?

  • Some great companies and attractive valuations offer opportunities in Europe download

    White papers 21 March 2019

    Following strong performance in 2017, European markets retreated in 2018 – a sell-off that was markedly similar to the 2015-16 downturn, when industrials, miners, banks, commodities and emerging markets plummeted by 30% or more...

  • Valuations, BBBs And Policy Change - European Investment Grade Outlook | March 2019 download

    White papers 20 March 2019

    Companies in most developed market economies have enjoyed years of super-low borrowing costs The European IG market has increased in size from a face value of around €800 billion in 2005 to more than €2.1 trillion by the end of January But what might happen to companies were borrowing costs to return to levels many of us considered to be normal only a few years ago...

  • Multinationals race to tap Asia’s conspicuous consumers download

    White papers 19 March 2019

    Western corporations are well placed to profit from Asia’s rapidly growing consumer wealth.

  • Japan’s strengthening fundamentals go unnoticed download

    White papers 19 March 2019

    Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.

  • European equities: targeting positive returns in an uncertain climate download

    White papers 19 March 2019

    A decade after the financial crisis, the uncertain economic conditions it ushered in are starving Europe’s investors of returns.

  • Where Are We In The Brexit Process? download

    White papers 11 March 2019

    Despite the rapidly approaching deadline for the UK leaving the European Union, much remains up in the air. Trying to gauge the long-term economic impact is difficult, but we are seeking to minimise unwanted risk in our portfolios.

  • Asset Allocation Update - Much ado about equities and credit download

    White papers 21 February 2019

    Equities and corporate bonds often do well together. Over the past 20 years the “beta coefficient” between credit to equities has been 0.5 in both the US and Europe; that is to say, for every 1% rise (or fall) in equity prices, credit markets have tended to return (or weaken) 0.5%.

  • Global equities: identifying tomorrow’s ‘superstars’ download

    White papers 11 January 2019

    After a bearish end to 2018, financial market participants are preoccupied with the question of whether a global downturn is imminent. Yet they should be asking a different question: have they accounted for the way that technology and other factors are transforming business models?

  • Asian Equities: US-China relationship to remain critical download

    White papers 11 January 2019

    Asia Pacific ex Japan markets started the year well, holding on to gains that were chalked in the strong rally in 2017. But by mid-year, signs of slowing economic growth surfaced, primarily induced by US-China trade tensions, leading to a sharp market correction, particularly for Chinese equities.

  • A tale of two worlds: a robust business cycle in the US and a draining of liquidity in the rest of the world download

    White papers 11 January 2019

    After President Trump signed the ‘Tax Cuts and Jobs Act’ into law on 22 December 2017, we expected corporate earnings growth to be strong in 2018. In fact, it has been far stronger, as the direct effect of the tax cut on corporate earnings was further magnified by the acceleration in economic growth.

  • Fixation on Brexit misses the bigger picture download

    White papers 11 January 2019

    Reflecting on 2018, global equity markets have lurched from optimism to pessimism. At the beginning of the year there was a complacent belief in synchronised global growth. But cut to the fourth quarter and many strategists are speculating whether the United States might soon enter a recession and how Chinese economic growth is slowing as they try to get a grip of their own excessive debt levels.

  • Finding opportunity in Europe’s volatility download

    White papers 11 January 2019

    Looking back at 2018, it was a year when European corporate earnings continued to grow, while market volatility was surprisingly high. The volatility was a result of both political noise and the fear of a slowdown in global growth.

  • Disruptive technologies challenge traditional infrastructure approach download

    White papers 15 November 2018

    Traditional infrastructure investments are being challenged by the pace of innovation, and technology and disruption will likely create opportunities across all core infrastructure asset types. So a highly flexible approach is required to respond to this.

  • Q&A – the credit cycle and interest rates download

    White papers 15 November 2018

    The Head of Investment Grade Credit, EMEA, gives his thoughts on where we are in the credit cycle, what will happen to interest rates, and his expectations for the future and how President Trump might influence this.

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