All Equities articles
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White papersWhat Can German Equity Investors Expect in the Months Ahead?
While the phase one U.S.-China trade deal may provide a near-term boost for German equities, there are a number of risks on the horizon that could introduce volatility in the months ahead—making stock selection as important as ever.
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Global Equities: Still Comfortable Being Uncomfortable
The era of micro cycles and disruption is set to continue in 2020.
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Blog | After a banner year for global equities, what can we expect in 2020?
The strong rally in global equities in the fourth quarter capped a year of robust gains across global equity markets as reflected in FTSE Russell index performance. This included a more than 31% return for the US large-cap Russell 1000® Index with similar positive returns across other developed and emerging markets equities.
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Rich in opportunity
Events in emerging markets over the last couple of years have borne out our conviction that, over the long term, growth stocks in these markets will outperform value.
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Thematic equities: their use in a diversified portfolio
Investors can make an allocation to thematic equities whichever portfolio construction approach they use.
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Volatility Did Not Help Active Managers’ Persistence Scores
While many investors appear to believe that winners persist over time, the most recent S&P Persistence Scorecard underscores the well-known disclaimer that “past performance is no guarantee of future results”: irrespective of asset class or style focus, few fund managers consistently outperformed their peers.
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How innovative companies gain a powerful edge on rivals
As technology unlocks capacity, identifying the market’s winners brings new challenges.
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Global Environmental Opportunities: transforming sustainable investment
Kanpur in northern India is known as the Manchester of the East. Located on the banks of the Ganges river, it is home to various heavy industries, including leather, chemicals and fertilisers. But, unlike its English twin, the Indian city’s economic heft brings enormous side-effects.
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One more step along the world we go, investing for a sustainable future
Baillie Gifford has undergone a gradual evolution in the incorporation of ESG matters into our investment process. We firmly believe there is no conflict between making money and achieving positive, sustainable change, despite the scale of the challenges ahead. A simple ruleof- thumb or negative screen are not in themselves viable solutions to addressing deeply embedded chronic problems on a global scale.
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Stay agile amid diverging scenarios
After enjoying stellar performance this year, investors will increasingly question whether the global economy will proceed towards a trade war-engineered recession moving into 2020, thereby ending the longest ever bull market. Or, if growth stabilizes at a low level, and potentially rebounds, the cycle could extend even further.
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By The Numbers - Lazard Euroland Equity Alpha
The core principles of the strategy’s bottom-up investment philosophy is the focus on companies with high or rising financial productivity that is sustainable and the trade-off between that and valuation.
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Lazard Rathmore: Letter from the Manager
Delivering Equity-Like Returns with Bond-Like Risk for over a Decade
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Inequality: the tension between growth and social justice in emerging markets
From Europe to North America and across Asia, income inequality is rising – with emerging markets generating the world’s most extreme levels.
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No man is an island: The new scarcity
Our challenge is to move to a steady-state circular economy, to reuse and reprocess. To move from a linear world in which we make, consume and then dispose of products to one where waste can be fed back into the system as a raw material.
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Looking into 2020 with Hermes
2020 will be another uncertain year. Brexit will rumble on, bringing further volatility and polarising the UK political dialogue; China and US relations will remain tense and concern markets, despite a possible partial trade deal being secured before the end of 2019; and the US presidential race will likely unsettle world markets.
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Assessing Sub-Saharan Africa’s Long-Term Growth Upside
PGIM Fixed Income shares our constructive, medium- to long-term growth outlook for the Sub-Saharan Africa (SSA) region, recognizing that growth is a crucial component of debt sustainability.
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Global GEARs whisper stabilisation
Our global proprietary Gauges of Economic Activity in Real-Time (GEARs) are starting to appear convincing in their stabilisation. While both our developed market (DM) and emerging market (EM) aggregates are still at subdued levels, we feel more positive than a few months back.
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An alternative approach to investing in Japan Inc
Japan is an especially rich hunting ground for equity investors looking to achieve long-term capital growth with a market neutral approach.
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CFA Institute Blueprint for the EU Capital Markets Union for the European Parliamentary Legislative Period, 2019–2024
This blueprint addresses four principal topics: capital markets union, fintech, sustainable finance, and value for money. We worked together with our members from 23 CFA EU societies to publish a this paper describing the main policy and regulation challenges they encounter in their local financial market and underlining some possible solutions.
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Blog | New futures tools help retail investors address US small-cap equity market volatility
New data from CME Group, Cboe and global index provider FTSE Russell shows a broader set of retail investors utilizing futures products to address US small-cap equity market volatility.
