Equities – Page 55
-
White papersCore Matters: The economic and financial impact of demographics
Population ageing is one of the most disruptive trends of the twenty-first century: it is affecting nearly all sectors of the society, from labour market and productivity to savings and consumption behavior. It is reshaping the demand for goods and services and of course it impacts insurance and financial markets.
-
White papersDisruptive technologies challenge traditional infrastructure approach
Traditional infrastructure investments are being challenged by the pace of innovation, and technology and disruption will likely create opportunities across all core infrastructure asset types. So a highly flexible approach is required to respond to this.
-
White papersQ&A – the credit cycle and interest rates
The Head of Investment Grade Credit, EMEA, gives his thoughts on where we are in the credit cycle, what will happen to interest rates, and his expectations for the future and how President Trump might influence this.
-
White papersCompetitive advantage takes centre stage
Technology firms previously enjoyed three to five years of competitive advantage, but today’s sector is a different beast.
-
White papersShopping for high-quality industrial property
After a year of strong returns, industrial property is in vogue with investors.
-
White papersUS smaller companies may shine as rates rise
Historically, when Treasury yields rise US smaller companies tend to outperform their large company counterparts – and we could just be entering such a period.
-
White papersDivided we stand...?
US yields finished marginally lower after being on the higher side for much of the week.
-
White papers3 views on coping with market volatility
With swift and sudden market volatility, investors are looking for context and insight. Our economists and portfolio managers react to recent turbulence, giving you thoughts on how to understand and react to market moves.
-
White papersCould a Severe Equities Selloff Prolong Economic Expansion?
Could a sharp pullback in equities help to prolong the U.S. economic expansion and thus delay the onset of any recession?
-
White papersIn Credit: The sun shines on Brazil?
Core US bond yields drifted higher again last week with volatility in Europe centred upon the Italian bond market once again.
-
White papersExpect a rise in volatility from a ‘no-deal’ Brexit
Amid growing speculation that the UK could be heading towards a ‘no-deal’ Brexit, market watchers agree that this would be disruptive for UK markets. But the impact on European markets is likely to be more varied.
-
White papersItaly would have better prospects in a new financial crisis
Credit agency Cerved predicts the country is better placed to withstand a crisis than it was in 2008, with the pharmaceutical, tech and supermarket stocks looking most resilient.
-
White papersItaly’s outlook clouded by populist policies
While the new government’s economic policies appear expansionary, a lack of clarity over how they will be paid for means investors may face turbulent months ahead.
-
White papersReinvigorating the Mittelstand
Germany’s small- and medium-sized companies have been at the core of its economic success story, but now their fortunes depend on their ability to adapt to mounting pressures.
-
White papersHow to access tech stocks in Europe
The US has “FAANGs” – major global technology brands that dominate the market – while Asia has “BATTs”.
-
White papersAn old-fashioned emerging markets crisis
The recent plunge in Turkey’s lira has once again put emerging markets at the forefront of investors’ minds.
-
White papersPrecarious protection: why trade tariffs won’t hold back the disruptors
Disruptive innovation is one of the defining trends of the 21st century.
-
White papersOctober volatility: It’s about discount rates not cash flows
The recent move in markets has been savage, with major stock indices all deeply in the red.
-
White papersBrazilian elections: lights and shadows on the horizon
The expected outcome of the presidential election occurred, with right-wing candidate Jair Bolsonaro winning vs the leftist Fernando Haddad.
-
White papersThree Investible Themes in China A-Shares
The China A-Share market presents a compelling opportunity for quality growth managers, thanks in part to its growing new economy.
