Equities – Page 6
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White papersBroaden Your Investment Horizons
It may be time to look beyond the U.S. for equity market performance, especially if early signs of a cyclical economic recovery persist.
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White papersEquity Market Outlook 2Q 2024
Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets.
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White papersEmerging Markets Equity: Diversifying supply chains
Franklin Templeton Emerging Markets Equity expects multinational companies to maintain at least part of their production capabilities in China, while continuing to expand or enter new markets.
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White papersGlobal Investment Views - April 2024
A resilient US economy (owing to consumption and wealth effects) and strong earnings expectations for the year are driving the recent upside in equities and increase in yields. Now, the big questions are whether this can continue given the already strong market movements, and whether these earnings expectations are credible?
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White papersQ1 2024 CIO Review and Outlook
CIO Sean Taylor says macro uncertainty may moderate in the coming months, placing greater importance on active investing for generating alpha in emerging markets.
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White papersSDG Engagement Equity: 2023 Annual Report
In 2023, the SDG Engagement Equity Strategy had its second-best year in terms of overall return and its best year of relative performance.
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White papersOpportunity in the Undercapitalized World of Private Equity Secondaries
While an increasing volume of GP-led transactions is being brought to the market, there is an acute shortage of capital—providing an attractive and likely lasting opportunity for experienced investors.
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White papersThe year of EM elections
Analysis suggests that while fiscal and monetary policy tend to ease moderately during election years, there has been little broader impact on underlying macroeconomic trends.
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White papersChina: bottom-up opportunity as the macro picture slowly improves
While the top-down story has challenges, the notion that China is ‘uninvestable’ is in our view misinformed. We believe company-specific opportunities can be found by looking at trade, value for money and capital return.
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White papersDispelling 3 myths about the small-size effect in equities
As a factor, size is widely understood by equity investors and is often a feature of portfolio construction. With mega caps continuing to dominate market returns, we assess the track record of the small-size factor and dispel three myths that challenge its relevance in today’s environment.
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White papersPrivate equity perspectives: Less capital, more opportunity
In a less-liquid world, many of the strategies that once worked in private equity will be less successful going forward. The shifting economic environment and the proliferation of AI are among the many dynamics that are opening new opportunities in the small- and mid-cap space.
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White papersMirror image: Will this year prove to be the opposite of 2023 for China equities?
Reflections on the many reasons behind our more buoyant outlook on Chinese stocks this year
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White papersGlobal Equity ESG, Annual Report 2023
The Global Equities team has demonstrated a history of innovation over 15 years of investing, and 2023 was no exception. In our most recent annual report, we introduce the new iteration of our QESG score, based on our pioneering research into ESG and the unique insights of our EOS team.
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White papersEarnings Remain Key in a Confusing Macro Picture
Macro uncertainty is high, but the earnings season has been solid—and not only in the U.S.
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White papersAre Healthcare Stocks a Risky Prescription in a US Election Year?
Despite conventional wisdom, political uncertainty doesn’t necessarily pose acute risks to the healthcare sector.
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White papersDiscover Growth
Why we believe small companies present key opportunities to tap into the heart of innovation and expansion in emerging markets.
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White papersEmerging Japan
Kathlyn Collins, Head of Responsible Investment and Stewardship, says a renewed purpose among regulators and pressure from investors is yielding breakthroughs in the governance and the capital efficiency of Japan’s-listed companies.
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White papersInvestors patience rewarded
“Despite the new highs, opportunities remain in European large caps with strong profitability, while small caps may benefit later on.”
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White papersDemystifying co-investment
Why co-investment is an attractive alternative to traditional private equity vehicles.
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White papersDare to diversify
‘Don’t put all your eggs in one basket’, or at least not too many eggs, is a widely known maxim. These days, however, a benchmarked global equity portfolio has a very high share of US ‘eggs’. The market capitalisation of the MSCI World and MSCI All Country World indices represented by the US is at all time highs. The large weight partly reflects highly valued mega-tech and artificial intelligence companies.
