All Equities articles
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White papersBlog | US growth stocks get a reprieve as bond yields retreat
In a year marked by many twists and turns, the renewed dominance of US growth stocks in recent months arguably ranks among the most dramatic.
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Video
The Unigestion ‘Next Generation Manager’ Platform
At Unigestion, we’ve been helping emerging private equity managers to realise their potential for 25 years. In this video, two managers reveal how they were able to leverage our experience and collaborative approach to drive strong returns and evolve into leading private equity players.
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White papers
Out of the Shadows: The rise of emerging Asia
Emerging Asia’s stocks and bonds have experienced a lost decade. In the past 10 years, their returns, in US dollar terms, have lagged those of global indices by a considerable margin. And that is despite the fact that these economies accounted for about 70 per cent of world GDP growth over that period.
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White papers
Summer Boom Meets COVID Concerns
Technical factors, perceived Fed hawkishness, the Delta variant, and U.S. infrastructure talks led to a volatile week in markets, which should remain near-term amid COVID concerns and until monetary policy clears up in fall. Solid economic data supports our strong-growth outlook.
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White papers
Chart of the Moment: Global economy: Monetary Policy
The crisis is coming to an end, so crisis policies are likely to go away soon. But how soon? For some central banks, they’ve already hiked rates (Russia and Brazil) or begun to taper their bond purchases (Bank of Canada). Others are pledging to be patient (the Bank of Japan, the Federal Reserve, the Bank of England, and the European Central Bank).
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White papers
Draghi Takes First Shot at Reforming Italy
After getting the vaccination program up to speed and reshaping the country’s recovery plan, Prime Minister Mario Draghi is now focusing on the hard part of the job: actually reforming Italy.
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White papers
China – Economically inspiring
While financial markets are wondering when and how the US Federal Reserve and the ECB will turn to monetary tightening, we expect the People’s Bank of China to move to monetary expansion soon. That should give Chinese equities and bonds wings.
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White papers
Emerging Asian equities expected to perform best over the next five years
We expect emerging Asian equities to deliver among the best returns in global stock markets over the next half decade, especially in dollar terms (10.8 per cent per year on average, or double the global market). We calculate that their outperformance – which stems mainly from superior earnings growth and currency appreciation – could amount to 35 per cent on a cumulative basis over the US in that timeframe.
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White papers
5 investment lessons from the pandemic era
As an investor with more than three decades of experience, the past 16 months stand out in my career as both intensely painful and incredibly instructive. On or about March 23, 2020, the Standard & Poor’s 500 Composite Index and MSCI All Country World Index hit bottom, establishing the fastest bear market in history as the COVID-19 pandemic spread across the globe.
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White papers
Low-risk equities with less interest rate sensitivity?
At times, stock prices can become positively correlated with bond prices, and this can be a double-edged sword. On the one hand, this may show that stocks can be defensive. On the other hand, it may reveal interest rate risk—which can be a bad thing if rates move upward and interest rate risk contributes negatively toward the return of your stock and bond portfolios.
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White papers
Blog | 2021 Russell Reconstitution saw rise in equity inflows with migration back to index products
Every year, all eyes are on the Russell US Indexes reconstitution process. It affects in $10.6 trillion in assets and often culminates in significant trading volumes. On June 25, 2021, a record 2.37 billion shares representing $80.8 billion were executed in the Nasdaq Closing Cross in 1.97 seconds, while 2.1 billion shares were traded on NYSE—their fifth largest NYSE Closing Auction ever, with $105.1 billion in notional value traded.
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White papers
Your Questions Answered by SDG Engagement Equity
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
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White papers
Ahead of the Curve, Q2 2021
In the latest edition of Ahead of the Curve, Silvia Dall’Angelo, Senior Economist, provides a macroeconomic update and delves into three themes: inflationary concerns, notable divergences between advanced and emerging economies and where we stand on building back better from the Covid-19 pandemic.
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White papers
Investment Perspectives: Factoring it all In - Q1 2021
After a brief respite in January, developed markets continued to gain ground in the first quarter as vaccine rollouts and the anticipation of more stimulus outweighed an uptick in interest rates.
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White papers
4 things global financial cycles are telling us
As much of the global economy climbs out of the pandemic-induced downturn, investors are scrutinising every new economic data point for clues to the outlook for growth and inflation. I think they should also take the 30,000-foot view afforded by financial cycles, which can offer a long-term perspective on the trajectory of an economy.
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White papers
Allocation Views: Global economic slowdown ahead?
Our Franklin Templeton Investment Solutions team retain the view that global expansion especially among developed markets may have peaked, and the strongest period of expansion may have been in the second quarter of the year.
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White papers
European equities: look for the winners to play the reflation trade, value revenge, and ESG disruption
While the strongest national European football teams are animating a great competition, which is also signalling a sort of return to normality for Europeans, investors’ appetite for European equities is back and for good reason.
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Video
Strategic Edge Video Series: Bob Haber of Proficio Capital Partners
Bob Haber, Founder, Partner and CIO at Proficio Capital Partners joins us for this edition of our Strategic Edge video series. In this dynamic two-part conversation with Joe Cavatoni, our Head of Americas, Bob shares his insights on topics including the balanced investing approach, diversification strategy, asset classes to watch in the next decade, and the cryptocurrency landscape.
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White papers
Global Equities: Introducing our Sustainability Assessment Framework
As the sustainability landscape continues to evolve so too does the innovative approaches and tools of the Federated Hermes Global Equities team.
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White papers
Blog | Fading reflation trade calls time on US small-cap value leadership
US stocks have cruised to record highs this year, overcoming recent turbulence triggered by fears of runaway US inflation and a preemptive Fed policy pivot. Behind the scenes, however, these shifting macro conditions have fueled a dramatic reshuffling in market leadership.
