Equities – Page 8
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White papers
Calculated Risk Management: Strategy, Tools and Culture for Equity Portfolios
Investors need a better grasp of risk-management tools to gauge a portfolio’s strategic resilience in a rapidly changing world.
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White papers
Spotting Hidden Extension Risk in Corporate Hybrids
Failure to call a hybrid at the first opportunity is rare but, if realised, can be negative for investors—can we identify the telltale signs of heightened risk?
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European Industrials: A Hotbed of Growth for Equity Investors
Today’s industrial business models offer surprising sources of consistent earnings growth.
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China: The Comeback Kid?
Whisper it quietly but, after years of negative sentiment, equities in China appear to finally be holding their ground. Our Asia ex-Japan Equity team ask: what could sustain the recovery from here?
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US consumer shows confidence
“Concerns over US economic growth persist, and this highlights the importance of a global approach to investing in the developed and emerging markets.”
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Value Stocks: Cracking the Quality Code
Today’s value stocks offer a magnificent mix of quality, forward-looking profitable firms.
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Equity rally shifts to Emerging Markets
“Emerging markets offer opportunities in regions such as Asia, led by strong economic growth, domestic demand and favourable geopolitics.”
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Three investment ideas from earnings season
Quarterly earnings for most companies in the S&P 500 Index have exceeded expectations. Businesses continue to cut costs, pass on price increases to consumers and find new areas of growth.
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White papers
Plastic circularity: why LOIM private equity?
In this Q&A, Christopher Tritten and Victoire Carous, co-leads of the Plastic Circularity strategy, explore the advantages of using private equity to invest in a lower-carbon circular model for plastics. From our investment goals to our established background in private equity and sustainability, we outline how this strategy finds value for investors.
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White papers
Positives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
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White papers
Do We Now Need to Worry About Stagflation?
We believe high nominal growth, peak rates and broadening earnings performance continue to underpin equity market performance.
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3 years of TargetNetZero Equity: a genuine transition approach
The TargetNetZero (TNZ) Equity strategies recently marked their three-year anniversary. Since they launched in late April 2021, we have sought opportunities beyond the obvious low-carbon sectors because we recognise that transitioning away from fossil fuels involves the entire economy. Our methodology pinpoints the companies that will have the largest and most effective impact on the shift, regardless of – and even because of – their current carbon footprints.
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White papers
PEI Secondaries Roundtable: Private Markets’ Most Undercapitalized Asset Class
In a roundtable conducted by PEI, Ben Perl and other market leaders discuss the growth potential and opportunity set within the secondaries space, while also commenting on the issue of limited liquid capital available.
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White papers
Japan’s corporate transformation fuels renewed optimism
After a 34-year wait Japan’s stock market has reached a new record high, driven by optimism about corporate governance changes and attractive valuations. Following a stellar rally over the past year, Carl Vine, Co-Head of Asia Pacific Equities, believes there are further chapters to come in the Japanese equity story and the ongoing transformation of corporate culture offers potential opportunities for patient, engaged investors.
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Emerging markets are gaining interest
“In the search for equity opportunities, Emerging Markets may offer appealing valuations and exposure to long-term growth opportunities.”
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White papers
Climate investing is an opportunity for Emerging Markets
Climate pathways are integral to economic and market expectations, and investors must increasingly focus their attention on the impact of the energy and climate transitions, particularly in Emerging Markets (EM). Last year’s record-breaking temperatures were a stark reminder that the global economic landscape is undergoing profound shifts; 2023 was the hottest year on record, with average temperatures exceeding 1.5°C of warming above pre-industrial levels.
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Your Questions Answered: Global Emerging Markets
In the latest in our ‘Your Questions Answered’ series, Chris Clube, Co-Portfolio Manager on the GEMs strategy, discusses the team’s definition of a ‘quality’ company, their view on investing in Chinese equities and whether the India growth story is overhyped.
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White papers
Korea discount: a dream deferred?
South Korean authorities are looking at a number of measures to address the ‘Korea discount’. Most won’t work, says Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity.
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White papers
Causality Approach Applied to Clean-Tech Equities
The clean-tech industry has experienced remarkable growth, bringing forth groundbreaking technologies and sustainable solutions. This research article delves into the examination of factors that shape the evaluation of net-zero assets in various sectors and themes.
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White papers
Euro area: Worst over, slow recovery ahead
”Confirmation of no recession for the Euro economy, improving business sentiment and the ECB going to cut rates should support European equities including small caps.”