Equities – Page 2
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White papersOverseas investors are seeking short-term performance differential and long-term diversification in the U.K.
Impacted by the rising cost of debt, U.K. commercial real estate investment volumes are down year over year. Higher debt costs have removed a cohort of investors from the market, causing downward pressure on values dampening investment demand. The most recent investment data, however, suggest liquidity is returning to those parts of the market believed to have the strongest income growth prospects, such as logistics, residential and some prime retail parks.
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White papersA Guide to Listed and Private Infrastructure Solutions
We’re often asked for our views across listed and private infrastructure. Within, we review the market. We see listed and private as two ways to access an asset class that continues to garner institutional support. Combined benefits of a listed and private allocation can include balanced accessibility, liquidity, diversity, quality, and enhanced risk / return compared to traditional allocations. Furthermore, specialized active investment teams offer the potential to unlock value for investors.
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White papersAs rate hikes near end, historic investor opportunity may begin
To say this has been an interesting year in financial markets is an understatement. Equities have been stronger than most expected, and the 10-year US Treasury yield is up 40 basis points as of 13 September. So where are we now as we head into the homestretch of 2023?
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White papersMacroeconomics, Geopolitics, and Strategy - September 2023
Japan’s Q2 GDP significantly outperformed expectations, soaring to a 6% SAAR* from 3.7% in Q1. This robust performance was primarily driven by a surge in exports, while domestic demand indicators, such as private consumption and imports, contracted. We have revised our 2023 growth forecast up from 1% to 2%, to reflect the Q2 surprise.
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White papersIs the economy in a late-cycle period?
Today’s unconventional economic context continues to confound investors. In this weekly installment of Simply put, we look to history as a guide for the markers defining a late cycle.
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White papersInvesting in climate change: Private markets key to real impact
Finding the investment opportunities that can most meaningfully contribute to the fight against climate change means understanding the vital role of private markets.
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White papersEmerging Markets Insights: From BRICS to BRICS+
BRICS expansion: The BRICS summit in South Africa in August announced the expansion of the group to include potentially six new members in early 2024.
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White papersEquity markets frustrate both bulls and bears
Despite some wavering in May, global equity markets have generally remained resilient year-to-date. Most major indexes have held on to gains made in the first quarter of 2023, when markets overcame volatility driven by bank failures in the U.S. and Europe.
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White papersDiversifying + Defensive Equity Approaches
In times when downside risk may lie ahead, a combination of diversifying and defensive equity approaches can potentially improve the probability of achieving positive outcomes.
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White papersIs now the time to consider allocating to US small- and mid-cap growth stocks?
Small- and mid-cap growth indexes today paint a compelling picture. Historically, small- and mid-cap growth equities have demonstrated return potential following bear market periods.
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White papersWill the US equities rally continue?
The blue-chip S&P 500 index was up 3.1% in July. But stronger than expected US jobs data has added to speculation about future interest rate hikes.
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White papersThe Short & Long of the AI Rally in Equities
AI is likely to have a major impact on economic productivity and corporate profitability, and—like previous technology paradigm shifts—will likely produce a long list of losers and a short, but growing, list of winners.
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White papersHow expensive is the US equity market?
Regardless of whether investors currently have a bearish or bullish view on equities, the big question concerns valuations. Our latest edition of Simply put considers whether US equities are prohibitively expensive at the moment.
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White papersWhy ESG Investors Should Look Beyond the Obvious Choices
Companies that are on course to overcome ESG controversies deserve closer attention from investors.
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White papersGetting better all the time?
With improving CPIs, the mood music for investors might be sounding sweeter
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White papersThe illiquidity premium in private asset markets
Investing in private assets can lead to higher returns when compared to public markets, at least over the longer term. In this last of our three-part overview* on private asset investing drawn from our recent paper, we look at how private asset outperformance – the illiquidity premium – can be seen as compensating investors for their willingness to lock up capital for five to 15 years, the usual lifecycle of private equity and private debt investments.
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White papersConcentration Consternation
The widening representation of large U.S. stocks in large-cap benchmarks has reduced the benchmarks’ diversification benefit. Investors may want to diversify and seek outperformance by allocating to mid- and small-caps.
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White papersRecord Heat, Climate Policies Energize Low-Carbon Investing
New public policies reflect growing urgency to address climate risk, which equity investors should emphasize, too.
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White papersThe Case for Derisking Portfolios with Low Volatility Equities
With rates at their highest for the past two decades, and fixed income allocation at the lowest due to the bloodbath for duration in 2022, many pension plans intend to reduce their equity allocation to collect the highest coupons they’ve seen for a long time.
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White papersEmerging Market Opportunities Abound
Many high-quality companies can be unearthed if you are willing to turn over some rocks
