Equities – Page 8
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White papersClimate change and social inequality: how does climate change impact on inequality?
The research study stressed that considering social inequalities and properly accounting for the distribution of consumption and damage within regions in climate modelling is of paramount importance. Without doubt, there is a trade-off between social and environmental objectives.
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White papersWater Scarcity: Sustainable Investors Address a Growing Scourge
Water scarcity is no longer just a problem for developing countries in desert climes. As demand for water solutions grows, equity investors will find opportunities in companies that help quench the thirst of parched communities around the world with innovative solutions.
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White papersEconomic and Market Review: Continue to Recommend Defensive Positioning, Focus on Quality
What happens when the lowest interest rates in 400 years meet the fastest hikes in 100?
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White papersSMAs are here to stay among Japanese LPs
Japanese institutions have continued to utilize separately managed accounts, or SMAs, to gain exposure to private equity. In a recent conversation with Private Equity International, Jonathan Shofet, Global Head of Private Investment Portfolios and Co-Investments, and Yoshi Yagisawa, Managing Director, Private Equity Japan Coverage Team, discussed why they believe the value proposition for SMAs is as high as ever in today’s challenging market environment.
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White papersHealth equity – Eyeing the greater good, also for investors
Achieving health equity – the state, or goal, of ensuring that everyone has a fair and just opportunity to attain their highest level of health – can deliver benefits for wider society, most notably an increased productive life expectancy.
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White papersListening for the Quiet
The start of 2023 has hardly been calm for equity markets. In noisy environments like this, listening for the quiet is essential for managing portfolio risks and staying on track toward your portfolio objectives.
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White papersFive reasons to buy emerging market equities
Emerging Markets (EM) have faced a challenging environment over the past five years, due to a series of global shocks that have triggered elevated market volatility and led the MSCI EM equity benchmark to experience its most protracted drawdown in history. In this environment, global asset allocators effectively deprioritised EM, risking suboptimal allocations.
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White papersEquity Outlook: Banks Deliver Message on Hidden Rate Risks
Global equities were volatile in the first quarter, as turmoil in the banking sector jolted markets. While swift regulatory action helped stem contagion, the crisis dented investor confidence in a fragile market environment and has sharpened awareness of risks created by a new interest-rate regime.
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White papersLow risk equity strategies without interest rate sensitivity
Many low risk equity strategies, e.g. minimum variance strategies, exhibit a negative exposure to changes in interest rates which can be explained by their strong overweight in interest rate sensitive sectors such as utilities. These sector biases are, however, not needed.
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White papersLow volatility equities: the bursting of a bubble or just interest rate exposure?
The MSCI World Minimum Volatility Index has had a very poor run of performance recently. In absolute terms the index generated a negative cumulative performance of minus 5.7% for the period from 1 July 2016 through 30 November 2016. Over the same period the MSCI World Index generated a positive return of 4.3%.
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White papersCompanies and Climate change - A research application of the AIIB-Amundi CCIF*
The 2015 Paris Agreement represented a watershed moment in the global response to climate change. It required countries to commit to Nationally Determined Contributions (NDCs), outlining and regularly revising a strategy for how they will reduce greenhouse gas emissions, as well as adapt to the changing climate.
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White papersFintech equities: are investors neglecting cybersecurity risk?
Cyberattacks can disrupt corporate operations, compromise customers, damage credibility and draw regulatory fines – weakening the bottom line and therefore fundamentals. In this white paper, we ask: are equity investors accurately pricing-in the impact of hacks on stock prices?
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White papersLow-volatility equities under COVID-19
Many investors consider low-volatility stocks to be reliable defensive equity investments over the long term, delivering higher risk-adjusted returns than traditional market capitalisation indices.
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White papersSustainable dividends: The pursuit of quality and prudence
With the fight against inflation still under way amid the banking turmoil, dividend-income investment opportunities could grow in importance and play a significant role in total return. In this interview, Aline Avzaradel, portfolio manager of the Capital Group Capital Income Builder strategy, explains her focus towards dividend sustainability, as well as the need to avoid dividend cutters, which can undermine a portfolio’s long-term return potential.
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White papersGlobal Investment Views - April 2023
“We are moving towards a more uncertain economic backdrop, with lower visibility on central bank actions. This calls for a prudent stance on risk assets.”
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White papersEquity Diversification in Europe’s DC Market
We explain why global small-cap equities provide strong potential to enhance equity diversification and excess return in European DC markets, especially for active managers.
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White papersFinding the value in high-carbon sectors
The transition to net-zero greenhouse gas emissions will require radical changes to the global economy. Investors must position their portfolios to support this transition and to benefit from it.
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White papersRedefining Offense and Defense in Equities: The Evolution of Technology and Healthcare
Investors tend to have deeply engrained beliefs about what performs best in various market conditions—often for good reason. But sometimes, common knowledge becomes obsolete. Technology and healthcare are good examples of sectors that can play different equity-allocation roles than you might expect.
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White papersEquity Opportunities After Easy Money
Why we think market conditions swung behind value, quality and smaller stocks in 2022, and have done so for the long term.
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White papersIdentifying key sustainable themes for 2023 and beyond
With sustainability permeating all parts of the economy, portfolio manager Pauline Grange explores some of the key themes for 2023 and beyond, from energy security and decarbonisation to electric vehicles and tech and automation
