Equities – Page 50
-
White papers
Generating social alpha without sacrificing investment returns
In recent years, European investor engagement with Responsible Investment (RI) has gathered momentum and impact investment has soared in popularity as European investors come to consider the effects of their invested capital more deeply.
-
White papersGrowth Spurt for Active Managers
US growth stocks surged in the first half of 2017, fueled by mega-cap technology companies. Active managers of growth portfolios have done especially well, reinforcing the case for stock-picking strategies.
-
White papersDefying Disruption: Three Ways to Profit
Disruptive forces are wreaking havoc across the global business world. But not all disruption is fatal. Lots of companies are facing the threat—and thriving. We think they deserve more credit than investors are giving them.
-
White papersExploring Routes to China After MSCI A-Shares Move
MSCI has announced that China A-shares will be included in its emerging-market (EM) index next year, as we anticipated. Now, global equity investors need to consider how to access the vast universe of stocks traded onshore in China.
-
White papersEvidence Supports Active Equities in Emerging Markets
Passive investing strategies continue to attract big money. But think carefully before choosing to track a benchmark in emerging markets (EM). Active managers offer several clear benefits for equity investors in the developing world.
-
White papersRising Above the Healthcare Hubbub
Healthcare continues to generate political controversy. So should investors stay away? Absolutely not. What’s important is to target companies that are positioned to deliver long-term growth no matter what happens to the US healthcare system
-
White papersHas the Climate Changed for Sustainable Investing?
What impact will the US withdrawal from the Paris climate accord have on environmentally focused investing? We think not much. The momentum behind green innovation looks all but unstoppable, galvanized by powerful economics.
-
White papersThree Emerging Opportunities (Almost) Nobody’s Talking About
Emerging equity markets are rich in possibilities for globetrotting investors. But great investments are often where you least expect to find them. Here are three themes we think deserve a bigger spotlight.
-
White papersUS Corporate Cash: A Repatriation Reality Check
If US companies can be induced to bring their huge piles of foreign cash onshore, will that spur hiring and turbocharge the economy? Don’t count on it. But shareholders may still reap benefits.
-
White papersConvertible Securities: A Compelling Diversifier in an Environment of Economic Growth
John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer of Calamos Investments
-
White papersConversations with Investment Managers - Futures versus ETFs
Aite, an independent research firm, put together an in-depth report on whether to trade futures or ETFs to replicate S&P 500 returns and other U.S. stock market performance.
-
White papersTechnology and retirement: Shifting opportunities
Technology has made it possible for us to live better, longer, more meaningful lives. And that’s cause for great optimism and positivity.
-
White papersA broad range of ETFs to capture the potential of European equities
Improving macroeconomic indicators & attractive valuations: all signs seem to point toward the European equity market picking up in 2017.
-
White papersPositioning Value in Portfolio Construction
Risk factors and their relationship with different macroeconomic environments are well understood. But in recent years these factors have not behaved as expected.
-
White papersNavigating MiFID II: Winning in the new regulatory environment
With only eight months until the Markets in Financial Instruments Directive (MiFID II) comes into effect on 3 January 2018, everyone across the industry has their heads down working hard on solutions to the challenges and opportunities presented by the new regulation.
-
White papers2017 Emerging Markets Outlook
On balance, our outlook for emerging markets in 2017 is optimistic, and we are off to a good start, with emerging markets outperforming developed markets in 2017.
-
White papersActive management can add big value in small-cap equities
While the value and effectiveness of active management has been debated among investors, consultants, advisors, and academics for some time, the growth and expansion of passive investment options including index funds and exchange-traded funds (ETFs) over the past decade has added a new twist to the discussion.
-
White papersEurope: the scene is set for an(other) historic year
The rise of the populist vote will continue to dominate the political agenda in 2017 as we see elections across Europe. The risks and uncertainty involved in these votes is far more material than it has been in recent cycles.
-
White papersThe Big Picture: A Cost Comparison of S&P Select Sector Futures and ETFs
This report compares the all-in cost of replicating S&P Select Sector exposure via futures and ETFs across four common investment scenarios.
-
White papersThe owner-operator advantage
The first thing you notice about owner-operators, whether it’s a local restaurant owner or the head of a large corporation, is the passion they have for their business.
