Equities – Page 48
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White papersValue Investing - A Contrarian Bet Within European equities
When investors structure and diversify their equity portfolios, a key reference is the value/growth style framework that has dominated the fund industry for decades. Once target allocations are set, investors then select the funds offering the most appropriate risk and reward characteristics. When investors evaluate individual funds, it is only natural that one consideration is historical performance against a benchmark or a peer group, where funds are compared to others with a similar style.
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White papersEmerging markets: can diversification protect against contagion?
A central theory for any investor is that diversification should serve to reduce risk.
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White papersIt's good to be small in Europe
The lure of higher prospective returns has attracted investors to private equity. But are they looking in the right places?
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White papersNAFTA renegotiations risk and main implications for investors
The North American Free Trade Agreement (NAFTA) is a trilateral pact between the U.S., Canada and Mexico that has been in force since 1994. Negotiations to revamp and modernize it, requested by the U.S., started in August 2017 and are now encountering some issues.
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White papersEmerging Markets: How to unlock the next wave of returns
After years of buoyant market conditions that have driven strong market performance across the board, investors are questioning for how long this “Goldilocks” regime can last and which investment areas will continue to offer opportunities in the near future.
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White papersMarket sell-off requires more emphasis on diversification
Market sell-off. After more than a year without a significant correction, equity markets declined as interest rates moved sharply higher due to concerns that inflation may be rising.
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White papersWhy China, Why Now?
The domestic Chinese equity markets are some of the largest and most liquid in the world, and they offer unique investment opportunities—yet they have been largely neglected by institutional investors.
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White papersSynchronised upswing in global growth drives positive equities outlook
The global economy, with the exception of the UK, is going through a period of rare synchronised expansion. Corporate profits are rising, trade is expanding, and growth is robust in the US, Europe and beyond. Asia is benefiting from this global phenomenon and a continued uplift in China.
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White papersAsia’s new era of sustainable growth
The huge Chinese economy is experiencing a ‘second awakening’ under President Xi Jinping, with a strong agenda for supply-side reforms and an emphasis on sustainable macroeconomic growth.
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White papersGlobal equities: quality will out
Following a good year globally for the high-quality stocks that we favour, valuations in certain parts of the market have started to look stretched.
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White papersThe "new normal" turned into the old normal: Our economic outlook for 2018
In this year’s global economic outlook we examine the outlook for the United States and the rest of the world, ask if the coming fiscal stimulus in developed countries could boost this expansion even further, try to shed some light on how central bank attempts to normalize monetary policy might impact the stock market, and investigate the asset class implications of this cyclical upturn and of less-accommodative monetary policy.
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White papersA view on small and mid-cap equities moving towards 2018
The late-recovery is now broadening to all countries in Europe and their GDP components.
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White papersAnalysing the Exposure of Low-volatility Equity Strategies to Interest Rates
At the dawn of a potential rise in rates triggered by Central Banks in both Europe and the United States, doubts are being raised about the ability of low-volatility portfolios to continue to deliver robust performance.
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White papersFollow the Earnings to Emerging Equity Stars
Emerging market equities have had a great run recently. But don’t buy EM stocks indiscriminately. Focus on company earnings over macroeconomic trends to find stocks that have stronger return potential with reduced risk.
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White papersThe paradox of passive. Beware of feedback loops
While we understand and generally concur with the desire to implement portfolios cheaply, investors should always be cognisant of what they are buying.
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White papersAvoiding a mirage in the high-income desert
Generating a sustainable yield across asset classes.
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White papersThe acid test of active management
Active managers are more likely to outperform in certain market conditions, but our research finds that there is also a group that can outperform whatever the weather.
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White papersIn Emerging Markets - If you like growth, buy value
Emerging markets are often lumped together under the acronym ‘GEM’, or global emerging markets. In reality, this is not a homogenous mass of similar companies trading at similar valuations.
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White papersStrategic Relative Value: Q4 2017
A quarterly look at how macro events are driving relative value around the globe.
