Equities – Page 41
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White papers
Impact Report, Q1 2019
Plastic is a versatile, ubiquitous material in today’s fast-moving economy. But it is also one (big) example of the challenges we face when trying to transition to a circular economy.
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White papers
Investment Insight: Disruption: Technology
What is disruption and how can tech disruptors bring about change? Defining a tech company and how sustainable trends can be distingushed from fads Valuing a tech opportunity comes with its challenges, but also potential benefits for investors.
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White papers
Enterprise Software: Valuation Matters
While industry dynamics remain healthy and growth prospects exist, current enterprise software valuations look stretched.
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White papers
Equities & the Fed: A Dependent or Codependent Relationship?
Equities rose by double-digits since Christmas on expectations that the Fed will hold off on further rate hikes. What will fuel the next rally - a rate cut?
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White papers
Intangible Assets: The Royal Opportunity Set
In this Q&A, Jon Rotolo, Barings’ Head of Private Equity / Real Assets, and David Jin, a Director within the Private Equity / Real Assets group, discuss why they believe pharmaceutical royalties present a particularly compelling investment opportunity.
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White papers
An Active Approach to International Smaller Companies
Barings’ Head of Small Cap Equities Nick Williams discusses the characteristics of the International Smaller Companies asset class, and explains why an active approach to investing in the sector best positions investors to generate attractive returns.
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White papers
Portfolios and Investing: If/When “Winter” is Coming?
Did the Fed over-tighten monetary policy with its nine rate hikes, paving the way for an investment ‘winter’ in equities and bond markets?
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White papers
Redefining Bank of America: an era of responsible growth
Bank of America has slashed costs and tightened risk controls in recent years as it moves on from its crisis-era legacies. In this case study, we examine the bank’s conservative approach and our decade-long engagement with the company.
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White papers
Central Banks Support A Sharp Market Rebound
Markets transition from a momentum-driven to a range-trading environment.
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White papers
Advancing the human capital agenda
For too long, a company’s success has been measured purely by its financial performance. But increasingly, in a social-media world, the success of a business is aligned to the satisfaction of employees. With fewer rights granted to employees in the US than other developed nations, we explain why we are starting a dialogue on the issue of human capital.
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White papers
Emerging market equities - a horizon of opportunity
The investment universe in emerging markets has expanded rapidly
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White papers
Responsible Returns: Better Stocks for a Better World
Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach. In this paper, we outline a process designed to effectively integrate environmental, social and governance factors in a sustainable equity strategy. Using stock examples, we demonstrate how to identify companies that support the UN Sustainable Development Goals (SDGs) and offer sources of long-term return potential.
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White papers
Bulls Return To Emerging Markets In First Quarter Of 2019
Solid economic growth, increased risk appetite and the availability of attractive investment opportunities in EMs have been key drivers of recent fund flows into the asset class. Supported by indications that the US Federal Reserve will no longer raise interest rates in 2019, this trend could continue.
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White papers
Strategic Relative Value Q1 2019
A quarterly look at how macro events are driving relative value around the globe.
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White papers
China's Century? The Economic Giant's Next Act
Promising future if current efforts result in a sturdier and more sustainable economy.
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White papers
Emerging Markets Come Of Age
Emerging markets (EMs) have made great strides in the past few decades, yet outdated perceptions about them persist. The implications are serious. Investors who hold on to old assumptions about EMs are likely to overlook the transformation of these economies—and systematically under-allocate to the fastest-growing parts of the world.
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White papers
Some great companies and attractive valuations offer opportunities in Europe
Following strong performance in 2017, European markets retreated in 2018 – a sell-off that was markedly similar to the 2015-16 downturn, when industrials, miners, banks, commodities and emerging markets plummeted by 30% or more
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White papers
Thermo Fisher: scalable solutions to real-world problems
Hermes Global Equity assess each stock’s value, growth and quality characteristics, along with market sentiment towards a company, to find those with the most attractive long-term fundamentals in the investment universe.
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White papers
Market Perspectives Spring fever
It’s winter still, but the weather has been exceptionally warm; markets too have got spring fever. After a dismal last quarter 2018, global equities have recouped most of their losses. And thanks to a dovish U-turn by the Fed and falling core yields, fixed income assets have done rather well, too, despite the sharp rebound in risk sentiment.