Equities – Page 15
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EM Local Markets: From Last Hike to First Cut
This post places the pending policy transition in the context of prior, post-GFC periods in order to assess the momentum behind the asset class and the appropriate positioning across countries.
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Building bridges to India’s future investment opportunities
India’s strong demographics and role in the geopolitical arena make it a long-term opportunity for global investors.
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European Equities Sustainability Report
With the electric vehicle market close to an inflection point, the European Equities team explain why exposure through suppliers involved in the electric transition is the best way to play the EV theme.
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Go Time? The Case for Small-Cap Value
This paper reviews the strategic importance of U.S. small-cap value equities for capital accumulation. We explore the historical record for allocations surrounding recessions and offer insight on relative valuations.
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Private Equity, an advantage for sustainable economic transition
Private equity is entering the growing economic sectors. Considered by some as a speculative investment and by others as a diversification tool, this asset class continues to make headlines.
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Why invest in real estate?
Many people already invest in real estate through owning a home. Investing in a real estate fund however can bring numerous benefits to your portfolio.
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Emerging Markets Charts and Views - Springtime for Emerging Markets
While 2022 was a challenging year for Emerging Markets, amid the Fed’s aggressive response to high inflation, we are more constructive for 2023 across four main themes
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Is Europe Facing Another Banking Crisis?
Investors in European bank shares have been rattled by recent turmoil in the sector. But many banks are in much better shape than widely perceived, and the sector is subject to much tighter regulation than in the US. Select financial stocks should be able to weather the storm and perform well over time.
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It’s time to take a chance on Europe
For the Sustainable Europe team, strategies that only follow the market rarely outperform the market. With such unjustified pessimism on the region from investors, we think it’s time to take a chance on Europe.
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Climate change and social inequality: how does climate change impact on inequality?
The research study stressed that considering social inequalities and properly accounting for the distribution of consumption and damage within regions in climate modelling is of paramount importance. Without doubt, there is a trade-off between social and environmental objectives.
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Water Scarcity: Sustainable Investors Address a Growing Scourge
Water scarcity is no longer just a problem for developing countries in desert climes. As demand for water solutions grows, equity investors will find opportunities in companies that help quench the thirst of parched communities around the world with innovative solutions.
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Economic and Market Review: Continue to Recommend Defensive Positioning, Focus on Quality
What happens when the lowest interest rates in 400 years meet the fastest hikes in 100?
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SMAs are here to stay among Japanese LPs
Japanese institutions have continued to utilize separately managed accounts, or SMAs, to gain exposure to private equity. In a recent conversation with Private Equity International, Jonathan Shofet, Global Head of Private Investment Portfolios and Co-Investments, and Yoshi Yagisawa, Managing Director, Private Equity Japan Coverage Team, discussed why they believe the value proposition for SMAs is as high as ever in today’s challenging market environment.
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Health equity – Eyeing the greater good, also for investors
Achieving health equity – the state, or goal, of ensuring that everyone has a fair and just opportunity to attain their highest level of health – can deliver benefits for wider society, most notably an increased productive life expectancy.
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Listening for the Quiet
The start of 2023 has hardly been calm for equity markets. In noisy environments like this, listening for the quiet is essential for managing portfolio risks and staying on track toward your portfolio objectives.
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Five reasons to buy emerging market equities
Emerging Markets (EM) have faced a challenging environment over the past five years, due to a series of global shocks that have triggered elevated market volatility and led the MSCI EM equity benchmark to experience its most protracted drawdown in history. In this environment, global asset allocators effectively deprioritised EM, risking suboptimal allocations.
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Equity Outlook: Banks Deliver Message on Hidden Rate Risks
Global equities were volatile in the first quarter, as turmoil in the banking sector jolted markets. While swift regulatory action helped stem contagion, the crisis dented investor confidence in a fragile market environment and has sharpened awareness of risks created by a new interest-rate regime.
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Low risk equity strategies without interest rate sensitivity
Many low risk equity strategies, e.g. minimum variance strategies, exhibit a negative exposure to changes in interest rates which can be explained by their strong overweight in interest rate sensitive sectors such as utilities. These sector biases are, however, not needed.
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Low volatility equities: the bursting of a bubble or just interest rate exposure?
The MSCI World Minimum Volatility Index has had a very poor run of performance recently. In absolute terms the index generated a negative cumulative performance of minus 5.7% for the period from 1 July 2016 through 30 November 2016. Over the same period the MSCI World Index generated a positive return of 4.3%.
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Companies and Climate change - A research application of the AIIB-Amundi CCIF*
The 2015 Paris Agreement represented a watershed moment in the global response to climate change. It required countries to commit to Nationally Determined Contributions (NDCs), outlining and regularly revising a strategy for how they will reduce greenhouse gas emissions, as well as adapt to the changing climate.