Equities – Page 7
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White papersValue investing: no longer “why” but “how”
Value investing has historically been a source of significant excess returns. This also holds true for European equities in which the annualised value premium, determined by the price to book ratio, has equalled 2.97% since 1990 through 2023.
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White papersThe case for US small-cap stocks in 2024
Although US small-cap stocks joined the extraordinary rally in the final quarter of 2023, many small caps continue to trade at a significant discount to their larger-company counterparts. This creates an attractive entry point. So says Geoff Dailey, Head of US Equities. In this interview, he explains why he sees the start of 2024 as a good time to allocate to US small caps.
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White papersThe first key to unlocking value in the UK small cap space
Since late spring and early summer the net positioning of the Volantis strategy has quietly crept higher. The strategy has been increasingly positively positioned as the sands have begun to shift more favourably for UK listed smaller equities.
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White papersDowns and Ups: Managing Equity Volatility Goes Both Ways
Defensive equity strategies that limit downside losses but lag too much in up-markets may be missing the mark. Is there another way to reduce volatility?
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White papersChina’s Struggling Economy Masks a Promising Investing Landscape
Investor sentiment toward China has soured after a tough year for the economy and stock market. But the painful economic transition is also creating real opportunity.
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White papersChina’s pivot: steering through turbulence to sustainability
”The goal of Chinese policymakers is to manage the economic transition; this suggests deleveraging has become the new priority over the old growth-centric approach.”
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White papersBack to the Future? New Forces Could Revive Emerging-Market Equities
Q&A with Sammy Suzuki, Head of Emerging Market Equities, who discusses the outlook for an asset class that has struggled to overcome a decade of disappointment.
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White papersThe case for CLO equity: complementing private equity
Traditional private equity funds – portfolios of privately-owned companies which have been acquired by specialized firms, or “sponsors” – are a mainstay allocation for many institutional investors. These funds account for a significant portion of the alternatives exposure in public pensions, endowments, family offices, and other sophisticated, long-horizon investors.
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White papersWill 2024 be the year of the stock picker?
As the market rally broadens, there will be more room for stock pickers, says Stephen Auth, Chief Investment Officer for Equities, Federated Hermes.
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White papersEquity Market Outlook: Making Sense of Mixed Signals
Against long odds, 2023 marked a year of magnificent returns and the return of investor optimism.
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White papersYear-end rally turning uncertain in 2024
“After the 2023 rally, it’s time to embrace a diversified approach and search for opportunities across the board, including emerging markets.”
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White papersThe Turning Tide in Technology
With all the headlines surrounding OpenAI’s recent management turmoil and nVidia’s exceptional earnings, is the market paying enough attention to the signs of recovery in the core bedrock of technology? Is this a harbinger of even better times for the tech sector?
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White papersElectric vehicles in the fast lane: Who wins this race?
Walking the showroom floor of Germany’s international auto show used to be a time to admire the latest and greatest gas-powered Mercedes-Benz, Volkswagen or even a Bentley. Not so much this year. One can sense the electric vehicle future coming.
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White papersEmerging Markets Insights: Easier financial conditions in emerging markets
Easier financial conditions in emerging markets.
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White papersAligning equity multifactor strategies with net zero objectives
Investing in ways that contribute to net zero greenhouse gas emissions by 2050 and beyond is increasingly a concern for most investors, in particular institutional investors. For this reason, we have studied various approaches to aligning our multifactor equity strategies with net zero objectives.
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White papersIndia outperforming in H2 so far
”India is a long-term story supported by structural factors, domestic demand, and stable policymaking that should offer opportunities in 2024 and beyond.”
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White papersElection watch: 2024 Outlook
With the UK and the US likely to go to the polls, we ask where will the political tides take us in 2024.
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White papersWhat has driven the stock-market rally – and can it continue?
Equity markets delivered positive returns for four consecutive weeks in November. The S&P 500 index rose about 9% last month, marking its strongest monthly performance since July 2022. There was no obvious reason for this rally, unless a slight miss of 0.1% in the October US Consumer Prices Index (CPI) report counts. But if not, what prompted this surge? In this weekly edition of Simply put, we investigate the forces behind the rally and what this means for its staying power.
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White papersGlobal Emerging Markets Equity: Outlook 2024
The GEMs Strategy is biased towards growth and quality stocks while being selective on value, and the team believes the recent outperformance of value stocks vs. growth is unsustainable. The Outlook 2024 report outlines how the Strategy is well positioned to generate long-term value.
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White papersNew dawn for Japanese equities
Japanese equities are on the cusp of a new era, with two key developments forcing companies to rethink how they do business – for the better.
