Equities – Page 21
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The Worst Seems to Be Over…Now It Gets Complicated
Investors have shifted focus from the immediate COVID-19 threat to the prospect of a cyclical slowdown and secular stagflation.
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Shifts & Narratives #10 - China is finally emerging from the US’s shadow
Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income.
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Connecting the Dots on China’s Growth Outlook
Concerns about China’s slowing economy have focused on issues affecting property and manufacturing. But these are only part of the story. Investors seeking a fuller understanding of the risks and opportunities need to take a broader perspective.
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Uncovering Growth & Innovation in Germany’s Hidden Champions
Across the German equity market, small and medium-sized companies that are leaders in their fields, and have access to innovative technologies, look well-positioned for long-term growth.
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SDG Engagement Equity commentary: Samsonite
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors. Here we demonstrate how we are engaging with current holding Samsonite to create positive impacts on the environment.
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Frontier markets post-pandemic
The pandemic has introduced a large exogenous shock into economies and markets. While the young age demographic and reduced ability to implement lockdowns may have resulted in less of an impact on frontier economies, the impact has still been significant.
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An 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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How 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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Covid 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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Emerging 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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Shifts & 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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Global 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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Economic 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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Investing 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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Innovation 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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Quick 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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Growing 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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Evergrande 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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October 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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Shifts & 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.