Equities – Page 21
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White papersAn Evolutionary Perspective on ESG-Alpha
The NB Global Sustainable Equities team discuss why all financial analysts should embrace this alpha resource now in a material and forward looking way.
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White papersHow to Invest in the Upside Down Cycle
Policymakers’ “whatever it takes” motto is designed to mitigate risks of an early recession. They will support a reacceleration of activity if an incomplete recovery makes the economy too frail to survive a downturn.
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White papersCovid headwinds ease as China risks rise
At the time when EMs are navigating towards a healthier environment (Covid cases numbers shifting downward and vaccination rollouts speeding up), China’s selfinduced deceleration is now looming.
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White papersEmerging Markets: Poised for a Timely Recovery
The poor performance of emerging market (EM) equities relative to the U.S. equity market over the last decade is a salutary reminder that stock markets and economies are very different beasts. Find out why Origin Asset Management believes EMs are poised for recovery.
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White papersShifts & Narratives #9 - Adapting equity portfolios to a regime of higher inflation
The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival. In addition to the temporary effects associated with supply chain bottlenecks (semiconductors, energy, copper, etc.) during a sudden upturn, there is the question of a potential change in the inflation regime.
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White papersGlobal Investment Views - October 2021
Recently, financial markets have had to digest some mixed signals from the US economy (August jobs report and retail sales, latest CPI). The Fed announced a potential tapering, but the overall approach will be gradual and the ‘not enough growth’ narrative will remain dominant.
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White papersEconomic and Market Review: Key Considerations for Equity Investors
Why we think the equity bull market can last at least until mid-2022.
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White papersInvesting Reinvented - Capturing Disruption in Companies and Portfolios
In a world of pervasive innovation, investors need a new mindset to identify transformational companies and portfolio strategies with true return potential. But reaping the benefits of innovation also requires some old-fashioned fundamental sense.
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White papersInnovation Insights : Did The Fourth Industrial Revolution Kill Mean Reversion Investing? We Think So
Franklin Equity Group’s Matt Moberg and his team highlight three reasons we may be experiencing the demise of mean reversion investing and how we may be at the beginning of a period in which growth outperforms value.
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White papersQuick Thoughts: Digital Trends Impacting Investors And Advisors
Recently, our Chief Market Strategist, Stephen Dover, hosted a roundtable discussing trends at the intersection of innovation and goals-based investing. Investors and financial advisors alike want to understand the fascinating trends that are transforming the investment industry.
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White papersGrowing Pains for EM Corporates Amid China’s Regulatory Crackdown
Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education—but select opportunities are emerging as well.
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White papersEvergrande Crisis and Contagion Risks
Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general.
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White papersOctober Surprise?
It has been 11 months since the last 5% correction in equity markets, and the coming weeks present a number of significant potential risks.
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White papersShifts & Narratives #8 - Post-summer check-up on the regime shift
Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio1 returned around 19% on a one-year horizon, well above even the rosiest expectations of the recovery from the Covid-19-induced slump. The S&P 500 is up +100% from last year’s bottom – an iconic figure that says a lot about the buoyant market sentiment.
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White papersThe Recovery Can Still Rely on Europe’s Support
While uncertainties around COVID are maintaining the risk-off sentiment, the U.S. 10-year yield jumped after the U.S. retail sales print.
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White papersFor sustainability, diversification and upside potential: US value equities
It’s payback time for investors who have been seeing a return to favour of the equity value investment style after years of underperformance versus growth stocks. A sustainable investing approach in value equities can enable investors to benefit from attractive valuations of responsibly managed companies that can deliver steady long-term returns.
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White papersGlobal Recovery: Delayed Not Derailed
More than most Septembers, spring seems like a long time ago. Beyond nature’s promise of new growth, investors basked in a world on its way to reopening. Since then, spiking contagion, lingering bottlenecks, and a Chinese slowdown have raised fears of a gloomy winter ahead.
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White papersGlobal Investment Views - September 2021
Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe. Looking ahead, we identify three main themes: the spread of the Delta Covid variant, the deceleration of economic growth from its peak, and divergences in policies.
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White papersTrading the Vaccine Curve
Today, as many economies approach the final stages of their COVID-19 vaccination programs, unlocking activity hard hit by lockdowns, their experience provides an important guide for investors as to how other countries, further behind with their vaccination programs, may perform in coming quarters.
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White papersChina: Red Moon Rising
China’s equity market saw strong performance in 2020 but has faced a setback this year amid regulatory tightening and other headwinds.
