Equities – Page 5
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White papersEquity markets frustrate both bulls and bears
Despite some wavering in May, global equity markets have generally remained resilient year-to-date. Most major indexes have held on to gains made in the first quarter of 2023, when markets overcame volatility driven by bank failures in the U.S. and Europe.
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White papersDiversifying + Defensive Equity Approaches
In times when downside risk may lie ahead, a combination of diversifying and defensive equity approaches can potentially improve the probability of achieving positive outcomes.
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White papersIs now the time to consider allocating to US small- and mid-cap growth stocks?
Small- and mid-cap growth indexes today paint a compelling picture. Historically, small- and mid-cap growth equities have demonstrated return potential following bear market periods.
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White papersWill the US equities rally continue?
The blue-chip S&P 500 index was up 3.1% in July. But stronger than expected US jobs data has added to speculation about future interest rate hikes.
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White papersThe Short & Long of the AI Rally in Equities
AI is likely to have a major impact on economic productivity and corporate profitability, and—like previous technology paradigm shifts—will likely produce a long list of losers and a short, but growing, list of winners.
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White papersHow expensive is the US equity market?
Regardless of whether investors currently have a bearish or bullish view on equities, the big question concerns valuations. Our latest edition of Simply put considers whether US equities are prohibitively expensive at the moment.
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White papersWhy ESG Investors Should Look Beyond the Obvious Choices
Companies that are on course to overcome ESG controversies deserve closer attention from investors.
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White papersGetting better all the time?
With improving CPIs, the mood music for investors might be sounding sweeter
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White papersThe illiquidity premium in private asset markets
Investing in private assets can lead to higher returns when compared to public markets, at least over the longer term. In this last of our three-part overview* on private asset investing drawn from our recent paper, we look at how private asset outperformance – the illiquidity premium – can be seen as compensating investors for their willingness to lock up capital for five to 15 years, the usual lifecycle of private equity and private debt investments.
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White papersConcentration Consternation
The widening representation of large U.S. stocks in large-cap benchmarks has reduced the benchmarks’ diversification benefit. Investors may want to diversify and seek outperformance by allocating to mid- and small-caps.
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White papersRecord Heat, Climate Policies Energize Low-Carbon Investing
New public policies reflect growing urgency to address climate risk, which equity investors should emphasize, too.
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White papersEmerging Market Opportunities Abound
Many high-quality companies can be unearthed if you are willing to turn over some rocks
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White papersGrowth Investing is Not a Race
How to achieve long-horizon equity growth with lower volatility
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White papersTaking Stock
As we reach the halfway point of an unexpected year for markets, what’s next for equities?
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White papersIs ‘Keeping Calm and Carrying On’ Enough to Fuel Growth within European Private Equity?
We suspect that is not quite how you expected us to describe the European investing environment in late 2022, but the economy has managed the shocks unleashed by both the pandemic and Russia’s aggression against Ukraine remarkably well.
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White papersA deeper dive into investor engagement with Japanese corporates
Investors in Japanese equities who have earned their credibility through a deep understanding of Japan’s cultural and corporate landscape could find themselves in a unique position where they may add value to companies through engagement. Here we look at two case studies.
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White papersHow to Prepare for Market Volatility Before It Strikes Again
When markets are rising, investors don’t always prepare for turbulence. Yet we think the best time to build a defensive plan for an equity allocation is before volatility strikes.
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White papersEmbracing Change in Chinese Equity Markets: Q&A with John Lin, Chief Investment Officer—China Equities
The AB China A Shares Equity Portfolio has been focusing on China onshore stock exchanges since the strategy was launched in 2009. In this brief interview, portfolio manager John Lin explains how the fund’s consistent, value-driven approach has helped the portfolio navigate this highly complex and fast-evolving market.
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White papersFearful markets brace for further hikes
The US Federal Reserve latest meeting minutes indicate further tightening likely following June pause.
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White papersIs it time for neutral equity exposures?
We have become used to a fast-paced cycle after 2020. The pandemic compressed the entire business cycle into just a few quarters, but also produced a much slower and persistent phenomenon: an inflation wave that, to date, remains a vivid concern for central banks and markets.
