Equities
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White papers
PRT Ready? Private Commitment Pacing In A World of Higher Funding Ratios
Higher interest rates and continued strong equity markets have dramatically improved corporate defined benefit (DB) plan funding ratios. This improvement brings DB plan CIOs new asset management challenges and opportunities.
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White papers
Private Equity and the Polls
Have U.S. elections had any effect on private equity performance?
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White papers
A Paradigm Shift: Infrastructure Equity 2.0
Historically viewed as a yield-oriented and inflation-protected (but lower returning) asset class, infrastructure equity is transitioning to assets that could drive alpha in an investor’s portfolio.
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White papers
Emerging-Market Stocks: Great Businesses Hide in a Murky Market Landscape
Sour sentiment toward emerging-market stocks is obscuring uncommon opportunities for equity investors.
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White papers
Trade Wars and Tariffs Test Equity Investing Research
How can global equity investors incorporate the impact of tariffs into fundamental analysis of companies?
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White papers
A New Frontier for Equity Investors: The Middle East Transformation
Investors in emerging-market equities haven’t typically paid much attention to the Middle East. It’s time to take a closer look.
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White papers
Calculated Risk Management: Strategy, Tools and Culture for Equity Portfolios
Investors need a better grasp of risk-management tools to gauge a portfolio’s strategic resilience in a rapidly changing world.
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White papers
Spotting Hidden Extension Risk in Corporate Hybrids
Failure to call a hybrid at the first opportunity is rare but, if realised, can be negative for investors—can we identify the telltale signs of heightened risk?
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White papers
Emerging markets: From risky to resilient?
A deep dive on emerging markets by Franklin Templeton Fixed Income highlights how emerging markets may be becoming more resilient thanks to higher currency reserves.
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White papers
European Industrials: A Hotbed of Growth for Equity Investors
Today’s industrial business models offer surprising sources of consistent earnings growth.
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White papers
China: The Comeback Kid?
Whisper it quietly but, after years of negative sentiment, equities in China appear to finally be holding their ground. Our Asia ex-Japan Equity team ask: what could sustain the recovery from here?
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White papers
Emerging Markets Insights: India elects
India’s election, China’s IPO pipeline and US interest rates are on the radar of our Emerging Markets Equity team in this issue. The team shares its latest outlook.
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White papers
US consumer shows confidence
“Concerns over US economic growth persist, and this highlights the importance of a global approach to investing in the developed and emerging markets.”
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White papers
Value Stocks: Cracking the Quality Code
Today’s value stocks offer a magnificent mix of quality, forward-looking profitable firms.
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White papers
Equity rally shifts to Emerging Markets
“Emerging markets offer opportunities in regions such as Asia, led by strong economic growth, domestic demand and favourable geopolitics.”
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White papers
Plastic circularity: why LOIM private equity?
In this Q&A, Christopher Tritten and Victoire Carous, co-leads of the Plastic Circularity strategy, explore the advantages of using private equity to invest in a lower-carbon circular model for plastics. From our investment goals to our established background in private equity and sustainability, we outline how this strategy finds value for investors.
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White papers
Positives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
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White papers
Do We Now Need to Worry About Stagflation?
We believe high nominal growth, peak rates and broadening earnings performance continue to underpin equity market performance.
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White papers
3 years of TargetNetZero Equity: a genuine transition approach
The TargetNetZero (TNZ) Equity strategies recently marked their three-year anniversary. Since they launched in late April 2021, we have sought opportunities beyond the obvious low-carbon sectors because we recognise that transitioning away from fossil fuels involves the entire economy. Our methodology pinpoints the companies that will have the largest and most effective impact on the shift, regardless of – and even because of – their current carbon footprints.
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White papers
PEI Secondaries Roundtable: Private Markets’ Most Undercapitalized Asset Class
In a roundtable conducted by PEI, Ben Perl and other market leaders discuss the growth potential and opportunity set within the secondaries space, while also commenting on the issue of limited liquid capital available.