Equities – Page 4
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Japan equity leadership continues
Japanese equities continued their strong performance in 2024, reaching their highest levels in 34 years. The recent trend has also benefitted technology shares supported by a solid economic outlook.
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Access for All
“The democratisation of private equity is about broadening access to the asset class, both in terms of who can invest and the ways in which they do so.”
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A Perspective on Private Equity NAV Loans
Net Asset Value loans have captured popular interest across the Private Equity universe.
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Emerging Markets charts and views: Winners and losers in a pivotal year for Emerging Markets
”The growth premium over Developed Markets is at its highest levels in almost five years, and is expected to continue widening next year despite the global economic slowdown.”
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ESG Materiality H2 2023: Spotlight on China
In the latest issue we focus on China and look at the crunch ESG risks and opportunities in the world’s second-largest economy. We also provide an update on our voting and engagement activity over the last 12 months.
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US SMID: Seven questions answered
After a bumpy 2023, small- and medium-sized US companies are now in a good place to outperform in 2024, argues fund manager Mark Sherlock.
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Value investing: no longer “why” but “how”
Value investing has historically been a source of significant excess returns. This also holds true for European equities in which the annualised value premium, determined by the price to book ratio, has equalled 2.97% since 1990 through 2023.
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The case for US small-cap stocks in 2024
Although US small-cap stocks joined the extraordinary rally in the final quarter of 2023, many small caps continue to trade at a significant discount to their larger-company counterparts. This creates an attractive entry point. So says Geoff Dailey, Head of US Equities. In this interview, he explains why he sees the start of 2024 as a good time to allocate to US small caps.
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The first key to unlocking value in the UK small cap space
Since late spring and early summer the net positioning of the Volantis strategy has quietly crept higher. The strategy has been increasingly positively positioned as the sands have begun to shift more favourably for UK listed smaller equities.
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Downs and Ups: Managing Equity Volatility Goes Both Ways
Defensive equity strategies that limit downside losses but lag too much in up-markets may be missing the mark. Is there another way to reduce volatility?
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China’s Struggling Economy Masks a Promising Investing Landscape
Investor sentiment toward China has soured after a tough year for the economy and stock market. But the painful economic transition is also creating real opportunity.
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China’s pivot: steering through turbulence to sustainability
”The goal of Chinese policymakers is to manage the economic transition; this suggests deleveraging has become the new priority over the old growth-centric approach.”
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Back to the Future? New Forces Could Revive Emerging-Market Equities
Q&A with Sammy Suzuki, Head of Emerging Market Equities, who discusses the outlook for an asset class that has struggled to overcome a decade of disappointment.
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The case for CLO equity: complementing private equity
Traditional private equity funds – portfolios of privately-owned companies which have been acquired by specialized firms, or “sponsors” – are a mainstay allocation for many institutional investors. These funds account for a significant portion of the alternatives exposure in public pensions, endowments, family offices, and other sophisticated, long-horizon investors.
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Will 2024 be the year of the stock picker?
As the market rally broadens, there will be more room for stock pickers, says Stephen Auth, Chief Investment Officer for Equities, Federated Hermes.
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Equity Market Outlook: Making Sense of Mixed Signals
Against long odds, 2023 marked a year of magnificent returns and the return of investor optimism.
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Year-end rally turning uncertain in 2024
“After the 2023 rally, it’s time to embrace a diversified approach and search for opportunities across the board, including emerging markets.”
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The Turning Tide in Technology
With all the headlines surrounding OpenAI’s recent management turmoil and nVidia’s exceptional earnings, is the market paying enough attention to the signs of recovery in the core bedrock of technology? Is this a harbinger of even better times for the tech sector?
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Electric vehicles in the fast lane: Who wins this race?
Walking the showroom floor of Germany’s international auto show used to be a time to admire the latest and greatest gas-powered Mercedes-Benz, Volkswagen or even a Bentley. Not so much this year. One can sense the electric vehicle future coming.