Equities – Page 2
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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.
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White papersThe bulls are in control
As equity markets continue to rally, our investment team explains why investors should be looking beyond the headline-making names for greater returns.
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White papersThe unpersuadables?
In his latest article on corporate governance in South Korea, Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity, looks at how to solve the ‘Korea discount’ and why copying Japan’s approach won’t necessarily work.
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White papersAsia ex-Japan Equity: Letter to Investors
In our latest Letter to Investors, Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity, looks at the remarkably attractive valuations on offer at the present time, and the implications for long-term investors.
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White papersWorld Brands: how to hold on to pricing power?
At World Brands, we strive to achieve long-term, compounded returns by investing in high-quality companies with leading brands, technologies or digital platforms that dominate throughout market cycles. These competitive edges are hard to replicate and frequently give companies the advantage of pricing power – the ability to raise prices ahead of inflation without sacrificing market share.
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White papersFinding Hidden Value in the Future of Global Security
Companies supporting efforts to create a more secure and stable world could provide equity investors with an attractive source of long-term returns.
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White papersJapan equity leadership continues
Japanese equities continued their strong performance in 2024, reaching their highest levels in 34 years. The recent trend has also benefitted technology shares supported by a solid economic outlook.
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White papersAccess for All
“The democratisation of private equity is about broadening access to the asset class, both in terms of who can invest and the ways in which they do so.”
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White papersA Perspective on Private Equity NAV Loans
Net Asset Value loans have captured popular interest across the Private Equity universe.
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White papersEmerging Markets charts and views: Winners and losers in a pivotal year for Emerging Markets
”The growth premium over Developed Markets is at its highest levels in almost five years, and is expected to continue widening next year despite the global economic slowdown.”
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White papersESG Materiality H2 2023: Spotlight on China
In the latest issue we focus on China and look at the crunch ESG risks and opportunities in the world’s second-largest economy. We also provide an update on our voting and engagement activity over the last 12 months.
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White papersUS SMID: Seven questions answered
After a bumpy 2023, small- and medium-sized US companies are now in a good place to outperform in 2024, argues fund manager Mark Sherlock.
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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?
