Equities – Page 46
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White papersThe rate debate: Portfolio strategies for a rising-rate environment
Interest rates are on the rise in the United States and monetary policy is easing globally. Investors are searching for ways to cope.
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White papersStrategic Relative Value: Q3 2018
A quarterly look at how macro events are driving relative value around the globe.
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White papersEmerging or submerging? For investors, that is the question
The world is not just changing, it is being reinvented. Shanghai perhaps, is the epitome of the transformation that we are witnessing. The Bund and its stunning art deco architecture are still there, but across the river, the old fishing village of Pudong has been turned into a forest of magnificent skyscrapers. It is China’s hypermodern interpretation of a 21st century Manhattan.
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White papersSmall caps in emerging markets can diversify and balance a portfolio
Investing in small companies in emerging markets offers exposure to many of the fastest-growing businesses in rapidly growing economies. The market is vast and varied, made up of some 20,280 companies boasting a total market capitalisation of more than US$5.2 trillion and daily turnover of more than US$38 billion1. As a result, this under-researched and often misunderstood asset class can help to diversify an institutional investor’s emerging markets portfolio.
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White papersEmerging Market Expertise: Understanding Local Nuances
The decline of emerging market equities from peaks earlier this year may mean lower share prices, but the premise for investing in emerging markets remains.
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White papers
Cash Equitization with E-mini Equity Index Futures
Take a look at how CME E-mini Equity Index futures are used to equitize cash in portfolios, including avoiding drag on performance and more.
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White papersEuropean equities: Mid-year Review
Political risk in Europe bubbled up once more this year, with uncertainty in Italy and Germany.
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White papersUS equities: Mid-year Review
The US entered the year on a high, but markets were unsettled by President Trump’s bout of protectionism in announcing an initial $50 billion of tariffs.
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White papersAsian equities: Mid-year Review
There was a correction across Asia Pacific ex Japan in the first half of the year, says Soo Nam Ng, despite solid economic growth.
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White papersJapan: Mid-year Review
Despite the Japanese economy contracting in Q1 2018, following eight consecutive quarters of growth, the Nikkei started the year very strongly.
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White papers
Enhancing Equity Index Portfolio Returns Using Select Sector Futures
A traditional sector rotation strategy takes into consideration the business cycle and where current conditions place the market within the cycle, along with which sectors might out- or under- perform others versus the broad market.1 This paper will explore how sector rotation strategy practices may be used by a risk manager to achieve enhanced performance from event-driven price action in addition to long-term cycle rotation.
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White papersProtectionism intensifies: country and sector selection to mitigate its effects
As a base case, we expect limited tariffs will be implemented on different fronts with relatively controlled macro impacts while talks continue. Although talks have become more contentious, we do still see space for negotiation among the various parties. This is the main difference vs a proper “trade war”.
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White papersAre Global Investors Ready for China?
China onshore stocks and bonds account for around less than 2% of most foreign investors’ portfolios. But this will soon change.
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White papersWhere is the value in value investing?
The past decade has been marked by several unique features that have turned the value style of investing on its head. We believe this abnormal trend is coming to an end.
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White papersEmerging Markets Experience a Healthy Correction in May
We continue to have faith in emerging markets and believe they will continue to grow at a strong pace, fueled by robust trade and solid commodity prices. The rapid adaptation of information technology in emerging markets such as India and China have further propelled their strong growth. We continue to see improvement in the earnings power and cash flow of many EM companies.
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White papersMSCI China A-share inclusion along the way of China’s transition to quality growth
In June 2017, MSCI announced the partial inclusion of China’s domestically traded, yuan-denominated stocks, or so-called A-shares to MSCI China, MSCI Emerging Markets, and MSCI All Country indices, which is to be implemented from June 2018.
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White papersVolatility In The New World?
As talk of volatility returns to the market, investors need to make sure that they are truly diversified, says Ian Heslop, Head of Global Equities at Old Mutual Global Investors and Manager of the Old Mutual Arbea Fund.
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White papersEquities poised for growth
The correction at the start of the year didn’t damage Asia Pacific ex Japan’s fundamental recovery, but volatility will rise, which will subsequently providing active managers like ourselves with a good environment to outperform the market.
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White papersTime to catch rising Asian ESG tide
Asian governments now prioritise sustainable economic growth over ‘growth at any cost’, yet there remains a wide disparity in ESG standards in the region.
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White papersUpgrading Vietnam
Investors are attracted to the country’s ‘mini-China’ story: that of a communist state embracing the private economy.
