Equities – Page 10

  • Private Equity Value Creation Series- Sustainable Investing Trends
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    Private Equity Value Creation Series: Sustainable Investing Trends

    2024-08-07T09:06:00Z By Goldman Sachs Asset Management

    Sustainable investing continues to prove a complex and multi-faceted topic. The number of regulatory requirements aimed at corporations and investors is massive and growing, often resulting in reporting fatigue. Impact management and measurement is an area gaining more concrete focus. And while still relatively nascent, social impacts (the “S” in ESG) are beginning to be more clearly articulated and systematically included in company sustainability frameworks.

  • Our Thoughts on the Global Selloff
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    Our Thoughts on the Global Selloff

    2024-08-06T13:58:00Z By Matthews

    Portfolio Managers Shuntaro Takeuchi, Michael Oh, CFA, and Andrew Mattock, CFA, assess the reasons for the heightened volatility and sharp moves in global markets.

  • US economy worries pummel markets
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    US economy worries pummel markets

    2024-08-06T09:19:00Z By Amundi

    Global stocks fell sharply at the start of the week, with Japan’s benchmark Topix index on Aug. 5 suffering its biggest one-day drop in more than three decades. European shares and U.S. stock futures also declined. Meanwhile Emerging Markets stock indices, mostly in Asia (Taiwan and South Korea), fell into the red and currencies that had benefited from high carry trades funded by the yen, such as those in Latin America, lost ground.

  • A time and place for small cap equities
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    A time and place for small cap equities

    2024-08-05T11:58:00Z By Nuveen

    After handily outperforming both large caps and the broader U.S. equity market for the one-year period following the COVID recession in the spring of 2020, small cap stocks have since lagged, despite posting healthy double-digit gains in two of the past three calendar years. This performance gap reflects in part the narrow but persistent market leadership of a few high-flying mega cap technology companies supported by artificial intelligence (AI) tailwinds.

  • Benefit from the EM story through India
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    Benefit from the EM story through India

    2024-07-29T09:46:00Z By Amundi

    “A favourable macro backdrop and a Fed close to cutting its policy rates are positive factors for emerging market assets.”

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    Global Investment Views - August 2024

    2024-07-26T11:13:00Z By Amundi

    US mega caps significantly outperformed the rest of the US markets in the first half of the year, driven by better-than-expected economic activity, AI exuberance and superior earnings. Looking ahead, we see a potential for a rally-broadening, which will not be linear and is likely to have multiple legs. 

  • The Artificial Intelligence revolution- sector perspectives
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    The Artificial Intelligence revolution: sector perspectives

    2024-07-24T09:56:00Z By Amundi

    We believe that Artificial Intelligence (AI) could have over the long-term a positive impact on productivity and GDP growth. However, the impact will not be linear across sectors, especially in the early phases. Those companies that are already investing heavily in AI technologies are the most likely to see benefits to revenues and/or profitability, but disappointments will happen given increased and new competitive pressure as well as the emergence of questionable business cases in light of the involved costs.

  • firefly-a-cute-cupcake-with-eyes-in-the-style-of-hello-kitty-isolated-on-a-pink-background-hero
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    Hello Kitty: A big cat in the investment universe?

    2024-07-23T08:46:00Z By M&G Investments

    Cuteness and investments are two words that are rarely paired together in the same sentence, but one of Japan’s most recognisable cultural and iconic exports stands out in its potential to deliver growth beyond current market imagination. To mark Hello Kitty’s 50th anniversary, Investment Director, Sunny Romo, sat down with Valentina Luo, an Analyst in the Asia Pacific equities team, to discuss the elements of the successful investment story in Sanrio, the creator of the much-loved feline character.

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    What impact do sustainability criteria have on portfolio performance?

    2024-07-22T13:11:00Z By BNP Paribas Asset Management

    The effect on the performance of an investment portfolio of applying sustainability-based criteria to select stocks remains a topic of intense debate. Before assessing the impact, we note that environmental, social and governance criteria can be used to achieve different goals. Thus, outcomes vary depending on the sets of ESG criteria used for investment portfolios.

  • MGI Equities Quarterly Outlook - web secondary hero image[7]
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    Quarterly Equities and Multi Asset Outlook – Q3 2024

    2024-07-22T09:49:00Z By M&G Investments

    Many market participants have been caught by surprise by the strength of equities this year, and their outperformance versus fixed income markets. Valuations have risen globally. However, luckily for us, the tide did not lift all boats, leaving opportunities on the table. Where undemanding expectations have met with the power to innovate, this created some of the strongest outperformance. We think the ‘Hidden Gems of Innovation’ will continue to be among the best hunting grounds for alpha generation.

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    European champions

    2024-07-12T10:37:00Z By BNY Investments

    Walter Scott1 investment manager Alan Edington looks ahead to a big summer of sport and entertainment. One that is set to showcase not just a host of global superstars but also some of Europe’s leading companies.

  • EM winners in a fragmented world
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    EM winners in a fragmented world

    2024-07-11T16:29:00Z By Amundi

    Emerging markets outlook for the second half of 2024

  • Equities at all-time highs
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    Equities at all-time highs

    2024-07-08T13:36:00Z By Amundi

    ”We expect equity markets to take a breather after the recent all time highs. We look for opportunities beyond the mega caps and in emerging markets.”

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    Elections 101: Could the dust be settling favourably for emerging market equities?

    2024-07-04T13:18:00Z By M&G Investments

    In the wake of major elections in India, Mexico and South Africa, we find a sea of investment opportunities for active stock selectors. Let’s delve deeper into the recent triumvirate of ballots that have unfolded across emerging markets, spanning continents from Asia to Africa to Central America. By examining the outcomes and implications of these votes, we stand to uncover a range of prospects for investors looking to navigate these dynamic markets.

  • Amundi
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    Global Investment Views - July 2024

    2024-07-04T10:20:00Z By Amundi

    Inflation trends, central banks and geopolitics to drive markets

  • Private markets in the age of transparency
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    Private markets in the age of transparency

    2024-07-01T15:04:00Z By S&P Global

    Having spent years demanding greater transparency from their GPs, many LPs lack the ability to interpret and act on the large volumes of data they receive. S&P Global Market Intelligence’s Chris Sparenberg explains how LPs can turn the data deluge into actionable insights.

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    Can China continue its EV dominance?

    2024-07-01T09:13:00Z By Capital Group

    2023 was a record year for electric vehicles (EVs): global sales neared 14 million, reaching 18% of all cars sold. To put things into perspective, over 250,000 EVs were sold every week in 2023, which was more than the number sold in a year just a decade ago.

  • Premier Miton Emerging Markets Sustainable Fund Annual Sustainability Report
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    Premier Miton Emerging Markets Sustainable Fund Annual Sustainability Report

    2024-06-30T11:10:00Z By Premier Miton Investors

    This report showcases the successes and innovations of companies held in the fund’s portfolio and how their products and services are helping to address an unmet need, solve a problem, or push forward the global technological frontier. The positive impact they may have is not ours, nor theirs, nor does it belong to our investors. Rather it belongs to those communities impacted, and it is a privilege to be able to describe examples from all around the world; from the cutting edge of chip design in Korea, to university graduates in Peru, to data downloads in Malawi.This report also represents a stake in the ground at an uncertain time for regulation governing sustainable funds, and for trade and industrial policy.

  • fhl-korea-preferred-stock-take-note-jonathan-pines-june-2024-banner
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    The curious case of Korea’s preference stock discount

    2024-06-28T11:47:00Z By Federated Hermes

    A unique feature of the Korean stock market is the pervasive use of non-voting stocks, termed ‘preference shares’. They can trade at discounts to common stock of as much as 50%, or more. Jonathan Pines considers the causes of the phenomenon, what, in his opinion, the ‘right’ level of discount should be, and under what circumstances the team finds these instruments most attractive.

  • Private Equity and the Polls
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    Private Equity and the Polls

    2024-06-27T10:50:00Z By Neuberger Berman

    Have U.S. elections had any effect on private equity performance?