Equities – Page 6

  • Oil Jumps, Jobs Slump, More Fiscal Help Coming
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    Oil Jumps, Jobs Slump, More Fiscal Help Coming

    2020-04-02T13:36:00Z By Barings (Europe)

    President Trump expects Saudi Arabia and Russia to cut oil production and prices surged ~25% on the news. Initial claims for unemployment insurance benefits skyrocketed, doubling the previous week’s record and there is more talk of future fiscal packages.

  • Valuations have fallen sharply, but buyers beware
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    Blog | Valuations have fallen sharply, but buyers beware

    2020-04-02T08:44:00Z By FTSE Russell

    On all metrics, equity valuations are at multiyear lows. But until there’s more clarity on the pandemic’s impact on earnings, stock pricing is more noise than signal.  With global equity benchmarks in bear-market territory, valuations haven’t been this low in years. But given the still-opaque outlook for world economies and earnings, the caveat of “let the buyer beware” remains an apt warning.

  • Why has the FTSE 250 underperformed the FTSE 100 in Q1?
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    Blog | Why has the FTSE 250 underperformed the FTSE 100 in Q1?

    2020-04-02T08:24:00Z By FTSE Russell

    What a difference a few months can make. Only last autumn, the FTSE 250 Index was standing out for significantly outperforming its larger counterpart, the FTSE 100 Index. However, this meant that the small-cap index only had further to fall since the coronavirus sell-off started in February.

  • Are investors too complacent about the coronavirus?
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    Are investors too complacent about the coronavirus?

    2020-04-01T09:30:00Z By Aviva Investors

    In the latest of our editorial series, Link, AIQ brings members of Aviva Investors’ investment strategy, equity and debt teams together to discuss the prospects for financial markets and the world economy in the face of the coronavirus epidemic.

  • China outperforms in worst quarter for global stocks
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    Blog | China outperforms in worst quarter for global stocks

    2020-04-01T06:25:00Z By FTSE Russell

    Call it a case of first in, first out: Despite the distinction of being the initial epicenter of the now global coronavirus outbreak, China’s equity market suffered far less than both the emerging and developed indexes in the March downdraft and for the year so far.

  • Russell 1000 leads Russell 2000 in stampede to safety
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    Blog | Russell 1000 leads Russell 2000 in stampede to safety

    2020-04-01T06:21:00Z By FTSE Russell

    The outperformance of US large caps over their small-cap peers that began last June persisted through the March 2020 turmoil, underpinned by the extreme investor run for safer ground. The Russell 1000 fell 20.2% in Q1 2020, versus a drop of 30.6% for the Russell 2000. While both indexes enjoyed sharp rebounds in late March, only the Russell 1000 is back in positive territory for the longer term (up 4.9% since January last year). The Russell 2000 remains deeply in the red (down 12.9% for the same period).

  • How Could Covid-19 Affect 5G?
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    How Could Covid-19 Affect 5G?

    2020-03-31T15:22:00Z By Neuberger Berman

    The way we live, work and learn has shifted markedly since the Covid-19 outbreak. With greater reliance on online resources, we see an increased demand for faster network speeds that could be enabled by 5G. How could the pandemic affect 5G rollouts? Where are the opportunities? Watch YT Boon, Director of Research – Asia, as he shares his insights on the demand for this service.

  • Coronavirus market volatility - performance update
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    Coronavirus market volatility: performance update

    2020-03-27T10:38:00Z By Columbia Threadneedle Investments

    Markets are very weak and volatile, as you would expect with such uncertainty around the Covid- 19 outbreak. Some days the moves are indiscriminate and everything plunges to a broadly similar degree, on other days our higher quality names are outperforming. As markets have slumped, and governments and central banks have tried to make sense of what is going on, our portfolios have so far coped very well. Companies that are operationally impacted – restaurants, airlines etc – are seeing severe weakness.

  • Global equities - market volatility update
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    Global equities: market volatility update

    2020-03-27T10:35:00Z By Columbia Threadneedle Investments

    Concerns around coronavirus have been felt in global equity markets for more than a month now. However, things escalated last week, with the steep sell-off in oil further compounding fear around the recessionary impact of the virus.

  • Financials drive the largest negative contributions in pandemic sell-off
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    Blog | Financials drive the largest negative contributions in pandemic sell-off

    2020-03-26T15:53:00Z By FTSE Russell

    Examining industry-weighted contributions to the total return regionally since the market peaked in February 19 highlights that financials have been the largest negative contributors across most regions.

  • Unemployment Claiming Year’s Only Gold Medal
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    Unemployment Claiming Year’s Only Gold Medal

    2020-03-26T13:28:00Z By Barings (Europe)

    Continuing claims are set to increase substantially as more workers become unemployed during the pandemic, the Trump administration struck a deal on a $2 trillion package, and the Olympics will be pushed out a year.

  • Coronaviral Correlations
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    Coronaviral Correlations

    2020-03-25T22:18:00Z By S&P Dow Jones Indices

    Mea culpa: Roughly a month ago I used a dispersion-correlation map to describe how index dynamics can illuminate market movements.  In particular, I reported that since high dispersion seems to be a necessary condition for a bear market, and S&P 500 dispersion levels at the end of February were far below those prevailing in past declines, conditions at that time did not look like bear markets had historically looked.  Since our analysis uses a 21 trading day lookback, I providentially noted that “in 21 more days we’ll have a completely new set of observations.”

  • The Rising Importance of ESG Data
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    The Rising Importance of ESG Data

    2020-03-25T20:56:00Z By S&P Dow Jones Indices

    The demand from investors for environment, social, and governance (ESG) data and ESG products has never been stronger. This has triggered a growing industry of ESG data providers in the market. It is vital for S&P Dow Jones Indices (S&P DJI), when choosing ESG data providers who drive our ESG solutions to work with market-leading global practitioners. These practitioners must be able to demonstrate in-depth company analysis and robust governance structures, ensuring the quality of their data and our products.

  • Pandemic sends Quality factor bias into overdrive
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    Blog | Pandemic sends Quality factor bias into overdrive

    2020-03-25T16:03:00Z By FTSE Russell

    Not surprisingly, factor performances have exhibited the same desire for safety that has gripped other corners of the global capital markets this year. Amid the widespread losses since equity markets peaked in mid-February, defensive Quality and Low Volatility factors have strongly outperformed riskier Value and Size, accelerating trends in place for the past 12 months. 

  • Strong dollar is a negative double whammy on overseas returns for US investors
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    Blog | Strong dollar is a negative double whammy on overseas returns for US investors

    2020-03-25T15:58:00Z By FTSE Russell

    US investors have been licking their wounds from their overseas returns as the weakness in non-US currencies have significantly affected returns. The chart below, which compares global equity returns since the peak in global equity performance on February 19, highlights some divergence in performance between local currency and US dollar returns.

  • Four Things to Remember in a Market Downturn
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    Four Things to Remember in a Market Downturn

    2020-03-25T14:15:00Z By Neuberger Berman

    Volatility, diversification and the merits of long-term investing

  • Riding through Volatility with the S&P Balanced Global Bond and Equity Futures Index
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    Riding through Volatility with the S&P Balanced Global Bond and Equity Futures Index

    2020-03-24T22:22:00Z By S&P Dow Jones Indices

    The S&P Balanced Global Bond and Equity Futures Index (the S&P BEF Index) is designed to deliver consistent returns through various market cycles by exploiting the complementarity between equities and bonds during market crisis, and adjusting the allocation to component indices on a daily basis to achieve a stable risk level (what we call a dynamic volatility control mechanism).

  • Through the Turbulence a New Breed of ESG Indices Delivers
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    Through the Turbulence, a New Breed of ESG Indices Delivers

    2020-03-24T20:59:00Z By S&P Dow Jones Indices

    Have the new beta-like ESG indices delivered on their objectives, notwithstanding the market turmoil? The answer is yes, and then some. The S&P 500® ESG Index has provided low tracking error relative to the S&P 500 and similar risk, but also a better return.

  • Is Vietnam Ready to Fill China’s Supply Chain Gaps?
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    Is Vietnam Ready to Fill China’s Supply Chain Gaps?

    2020-03-24T16:10:00Z By AllianceBernstein

    When we travelled to Vietnam in late December, the first novel coronavirus cases hadn’t even been reported in China. Now, with the virus battering Chinese manufacturing, our impressions from that visit seem especially timely as investors seek to assess the shift of global supply chains to Vietnamese factories.

  • Five Ways Policymakers Can Beat the Coronavirus
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    Five Ways Policymakers Can Beat the Coronavirus

    2020-03-24T15:57:00Z By AllianceBernstein

    A big near-term economic hit from measures to contain COVID-19 is now unavoidable. But policymakers can still ward off a deeper spiral and build the foundations for recovery—if they take the right steps now.