Equities – Page 39
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White papersFlashforward: Drawing Parallels With 1999/2000
Investors in the UK and overseas are adopting extreme positioning in their hunt for defensive growth. In doing so the elastic has become very stretched and a sharp rotation could be overdue. This market dynamic is reminiscent of 1999/2000 whereby ‘old economy’ stocks are discarded in favour of ‘new economy’ ones.
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White papersHalf-time: Europe ex-UK outperforms in H1
After a difficult end to 2018, European equity markets have powered back over the first six months of this year, buoyed by the dovish pivots of central banks. Against this backdrop, we ask: how has our Europe ex-UK fund fared so far this year, and what can we expect for the rest of 2019?
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White papersThe Great Disappearing Trade Deal
The Great China Trade Deal evaporated before our eyes last week and investors should stop hoping it back into existence. In the increasingly tense relationship between Washington and Beijing, tariffs, retaliation and escalation are all just part of the furniture now.
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White papersBoardroom Briefing: Engaging a New Generation of Investors
At our recent Global Investor Forum, we hosted a panel of prominent fintech entrepreneurs who shared their thoughts on the rationale for—and challenges of—appealing to Millennial customers.
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White papersViews from the LPAC
Over our 25 years investing across private markets, Barings has had the opportunity to hold hundreds of Limited Partner Advisory Committee (LPAC) seats—helping mitigate conflicts of interest, and making suggestions to General Partners (GPs) and Limited Partners (LPs) on best practices.
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White papers
Private Equity: Where LPs Need to Do Their Homework Now
From fund-life extensions to ESG and diversity efforts, limited partners (LPs) have no shortage of factors to consider when evaluating PE investments. Barings’ Elizabeth Weindruch provides first-hand insight into the latest challenges facing PE investors today.
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White papersFive Reasons Why Investors Are Turning To Emerging Markets Corporate Bonds
Hard currency emerging markets (EM) corporate bonds are an under-appreciated and under-owned area of fixed income.
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White papersHealth Care Sector Innovation—How Biopharma Scientists Save Lives Globally
Are the newest medicines science fiction? Equity Markets explores biotechnology entering the most transformative phase our health care analysts have seen in 25 years.
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White papersWhere Bricks Are Beating Clicks—Implications For Last-Mile Real Estate
How e-commerce disruption helps real estate? Alternative Views explores the global demand shift from physical retail space to industrial logistics space.
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White papersThe case for global small company investing in an era of disruption
The theme of disruption is having a profound effect on how we live and how we invest. There are three factors which we think mean small caps are potentially the best way to tap into the theme.
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White papersHow to differentiate emerging countries? New Approaches For Classification And Typology
Once accepted the idea that the emerging world may behave like a block in period of crises (as the group of advanced countries also does), one must wonder whether one should go beyond that and consider that the emerging world deserves better: the wide divergence between countries, the health of some countries (sometimes better than some advanced countries) simply mean that it does not make sense to view the “emerging world” as a whole, as a block, but as well-defined, specific and homogeneous subsets.
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White papersEmerging Markets: Vulnerability And Contagion Risks... Fragile Vs. Anti-Fragile Countries
This article is aimed at analysing contagion within the emerging world in the past decades, and at presenting investment strategies to limit negative effects of contagion and / or to benefit from it.
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White papersTurkey: Inflation, Exchange Rate’s Pass-Through And Monetary Policy
Despite a huge collapse in activity, the Turkish inflation is still flirting with 20% yoy and the main monetary policy rate is stuck at 24% for 8 months.
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White papersThree Themes For European Equities To Be Back In Focus
Volatility is here to stay. Markets are hostages of very volatile news flow. Trade-related anxiety is driving the swing (pessimism of a broken deal between China and US led to a correction in May while the renewed hope of a partial deal brought equity markets back to yearly highs in June).
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White papersBanning Huawei: an act of economic war
As long-term investors in Chinese companies, we ask ourselves: is the US’s blacklisting of Huawei a tactic in ongoing trade tensions, or a move instigating an economic war?
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White papersTurning Big Data into Big Investment Insights
What do airline ticket prices, car sales and thousands of corporate filings have in common? In each of these areas, we applied advanced big data techniques to tackle an equity investing conundrum that couldn’t be solved by human researchers alone.
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White papersAre profits no longer required?
The number of loss-making US companies listing on the stock market is close to a record high. We ask two Schroders experts what this means for investors.
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White papersInvesting in the changing shape of Emerging Markets
The emerging markets (EM) universe has experienced significant changes in the last decade with the further addition of investible countries (ie China A shares in 2018), the surge in the size of EM bond markets and the further development of the local currency bond markets.
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White papersVariance Premium, Downside Risk, And Expected Stock Returns
We decompose total variance into its bad and good components and measure the premia associated with their fluctuations using stock and option data from a large cross-section of firms. The total variance risk premium (VRP) represents the premium paid to insure against fluctuations in bad variance (called bad VRP), net of the premium received to compensate for fluctuations in good variance (called good VRP).
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White papersInternational Stock Market Co-Movements And Politics-Related Risks
We investigate the determinants of international stock market co-movements, shedding light on the relevance of politics-related factors. We propose a new characterization for the link connecting politics and financial markets, disentangling two different components: political risk and economic policy risk. We uncover the surprisingly low correlation between the two variables, and show they are priced differently by the market.
