Equities – Page 6
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White papersVolatility and Opportunity
We expect the playbook for emerging markets to be one of volatility at the start of the year, transitioning to growth and opportunity as U.S. trade policies and China stimulus plans become clearer.
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White papersAre global small caps ready for a return to favour?
Premier Miton’s Imogen Harris, Global small cap fund manager, discusses how a recovery in global economic conditions and a mean reversion back to more normalised valuation levels could see a risk-reward balance that swings back in favour of smaller companies.
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White papersAI-enabled robotics and automation
Advances in technologies such as AI are likely to create large new market opportunities for innovative firms in the automation market
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White papersPrivate Markets, Edition December 2024
It gives us great pleasure to announce that going forward, we’ve teamed up with The Red Thread as a means of connecting thinking across our industry. We believe that by unearthing the key threads that run though market trends, our readers should be able to see opportunity and risk with greater clarity.
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White papersInvestment Perspectives 2025 Outlook: No time for complacency
Markets took the key events in 2024 mostly in their stride. Will this relaxed view persist over the next 12-months? CIO’s from across our investment teams discuss the likely events and drivers they believe will shape investor returns over the coming year.
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White papersUK equities: don’t believe the doom mongers
Remember Tony Blair? When Labour won a landslide election victory in 1997 after 18 years of Conservative rule, it inherited an economy on the rebound after a bout of inflation and high interest rates in the early 1990s. In the months that followed, sterling surged and UK stocks rallied.
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White papersInternational equities: Opportunities beyond U.S. dominance
On the back of strong economic growth and a steady wave of technology advancements, U.S. equities have outperformed global equities for nearly 15 years. However, with U.S. valuations reaching historic highs and investors facing evolving challenges like trade disputes and tariff wars, compelling opportunities in international equities and multinational companies could redefine the narrative.
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White papersWhat does Trump 2.0 mean for emerging markets?
The shift on domestic and foreign policy under the incoming US administration presents a wide range of potential outcomes for EM.
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White papersA short-lived crisis with long-lasting implications: first take on South Korea’s political event
In a significant political development, South Korean President Yoon declared emergency martial law on December 3, 2024, accusing the opposition of engaging in “anti-state activities” and plotting rebellion. This declaration followed the opposition Democratic Party’s actions in the parliamentary budget committee, where they pushed through a downsized budget bill and submitted impeachment motions against key government officials.
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White papersWhere will returns come from? Pensions in a new economic regime
Where will returns come from? Pensions in a new economic regime
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White papersSolid equity performances keep funding ratios on a high
Despite experiencing volatility in Q3 2024, markets demonstrated resilience with largely positive returns. The decrease in liability discounting rates in Q3 compensated these good performances, and funding ratios have been mostly stable over the period, still at comfortable levels.
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White papersCan Black Friday ever be green?
With Black Friday, the retail event marking the unofficial start of the holiday shopping season, and other deep discount tactics rising in popularity, Premier Miton’s Fiona Manning considers whether e-commerce could ever turn green.
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White papersTrumponomics to provide new twists in 2025
The US election and the radical economic programme President-elect Donald Trump has promised to implement will heavily influence macroeconomic developments in 2025. While much of the course of the year from an economic perspective is largely baked in, reflecting the existing momentum (or lack of) of the major economies, ‘Trumponomics’ will affect all and provide new twists.
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White papersThe CIO view: Shifts in the balance of risk and return
US President-elect Donald Trump’s radical policy agenda has created some financial market uncertainty, in terms of the outlook for investment returns. Nevertheless, we believe the central macroeconomic outlook remains favourable for bonds and equities. Growth, stable inflation and lower interest rates should support markets. But investment decisions need to consider cashflow resilience and valuations, given policy risks and broader concerns. For now, we don’t expect a recession in 2025 which should help deliver positive equity returns, while credit markets should provide attractive income opportunities.
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White papersSeeking returns in private markets and emerging markets in a disruptive era
As pension investors transition to a new regime, one question has come to the fore: where will the returns come from?
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White papersConsumer confidence sparks Black Friday
In November, US consumer confidence hit its highest point in over a year. Notably, expectations for the next six months (as shown in the chart) are at their highest level in nearly three years, which is promising for the upcoming holiday season. The increase in political discussions among survey participants indicates that the political climate following Donald Trump’s election may have influenced consumer attitudes.
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White papersHarnessing the Power of AI to Enhance Investment Decision-Making
The goal of active, data-driven investment strategies is to achieve an informational advantage – knowing more, seeing more clearly and acting faster than other market participants. This involves identifying, interpreting, and acting on key information before it becomes fully priced into the market.
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White papersResponsible Investment in Private Equity
In this paper, we aim, as a follow-up of the broader paper we recently published on this topic, to analyze how Private Equity (PE) investors approach responsible investing cross-linking again conclusions from academic research with our experience as a PE investor as well as a survey of PE investors, including both Global Partners (GPs) and Limited Partners (LPs).
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White papersResponsible investing in private equity
Due to its growing size, and the levers it holds in setting the strategy for portfolio companies, the PE industry has a decisive impact on how the global economy addresses the key challenge of climate change and, more generally, whether companies are managed in a responsible manner.
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White papersSmall Caps: What You Don’t Know But Should
Small cap stocks span a wide range of characteristics and performance drivers that we believe index funds are not built to exploit.
