All Equities articles – Page 10
-
-
White papers
Mid-Year Outlook 2024 It’s all about confidence
Restrictive monetary policies and fading fiscal expansion are curbing growth and inflation in major economies. Recessions look unlikely but central banks are starting on a new cycle of rate cuts at a time of divergent growth rates, sticky price pressures, constrained fiscal policy and rising geopolitical risks. Despite the uncertain outlook, markets in some regions are priced for the best outcome. We therefore favour asset allocations that can withstand different scenarios.
-
White papers
AI fever: Has it gotten too hot?
Investor enthusiasm for artificial intelligence has gripped the financial markets and shows no signs of loosening its hold.
-
White papers
Five-year investment outlook
Our analysis shows the dispersion of returns across domestic equity and bond markets will decline over the next five years. This suggests investors should consider investing across sectoral lines and allocate more of their capital to corporate bonds.
-
White papers
Equities at all-time highs
”We expect equity markets to take a breather after the recent all time highs. We look for opportunities beyond the mega caps and in emerging markets.”
-
Podcast
Outerblue Convictions – Global Investment Views – Trends steering markets
It’s been a busy month for central bank interest rate decisions, but while the European Central Bank, the Bank of Canada and Swiss National Bank have chosen to cut rates, the Federal Reserve is still pondering the timing of its next move.
-
White papers
Policy and Politics
The first-quarter inflation bump is behind us, but the risks of a monetary policy error and electoral shocks have risen. While we believe the fundamental economic outlook for the next 12 – 18 months remains positive for risky assets, the potential for monetary policy errors and election-related volatility overshadows the coming months. These risks prevent the AAC from taking a more overweight view on risky assets, and keep us focused on quality assets and portfolio balance.
-
White papers
Elections 101: Could the dust be settling favourably for emerging market equities?
In the wake of major elections in India, Mexico and South Africa, we find a sea of investment opportunities for active stock selectors. Let’s delve deeper into the recent triumvirate of ballots that have unfolded across emerging markets, spanning continents from Asia to Africa to Central America. By examining the outcomes and implications of these votes, we stand to uncover a range of prospects for investors looking to navigate these dynamic markets.
-
White papers
Global Investment Views - July 2024
Inflation trends, central banks and geopolitics to drive markets
-
Video
Fund Selector Masterclass - Global Equities
In this Fund Selector Masterclass, expert panellists, including Martin Todd, Portfolio Manager of Sustainable Global Equity at Federated Hermes, is joined by a top fund selector to discuss global equities, where they see opportunities and what’s ahead for H2 2024 and beyond.
-
Video
Emerging markets equities: What does the future hold?
Emerging market equities are poised to benefit from a variety of positive dynamics, ranging from diversified supply chains to easing monetary policy across developed and developing economies. But China’s slowdown and a spate of elections this year pose challenges. Join portfolio managers Brad Freer and Arthur Caye as they discuss these evolving dynamics and how investors should think about allocation to the asset class.
-
White papers
Equity Outlook: Making Way for the Magnificent Others
Despite narrow market concentration, we see opportunities in high-quality stocks that haven’t yet been rewarded. Global stocks posted healthy gains in the first half of 2024, although second-quarter performance moderated from the previous quarter’s breakneck pace. With inflation still sticky and equity returns concentrated, the time may be right for investors to broaden their horizons.
-
White papers
Private markets in the age of transparency
Having spent years demanding greater transparency from their GPs, many LPs lack the ability to interpret and act on the large volumes of data they receive. S&P Global Market Intelligence’s Chris Sparenberg explains how LPs can turn the data deluge into actionable insights.
-
White papers
Can China continue its EV dominance?
2023 was a record year for electric vehicles (EVs): global sales neared 14 million, reaching 18% of all cars sold. To put things into perspective, over 250,000 EVs were sold every week in 2023, which was more than the number sold in a year just a decade ago.
-
White papers
Premier Miton Emerging Markets Sustainable Fund Annual Sustainability Report
This report showcases the successes and innovations of companies held in the fund’s portfolio and how their products and services are helping to address an unmet need, solve a problem, or push forward the global technological frontier. The positive impact they may have is not ours, nor theirs, nor does it belong to our investors. Rather it belongs to those communities impacted, and it is a privilege to be able to describe examples from all around the world; from the cutting edge of chip design in Korea, to university graduates in Peru, to data downloads in Malawi.This report also represents a stake in the ground at an uncertain time for regulation governing sustainable funds, and for trade and industrial policy.
-
Podcast
Connecting the Dots: Mid-year investment perspectives with three CIOs
Each month experts from across our global network of investors will join us to bring you their views across equities, fixed income and private markets. This debut episode features investment perspectives from M&G Investments’ three Chief Investment Officers (CIOs) at the mid-way point of 2024.
-
White papers
The curious case of Korea’s preference stock discount
A unique feature of the Korean stock market is the pervasive use of non-voting stocks, termed ‘preference shares’. They can trade at discounts to common stock of as much as 50%, or more. Jonathan Pines considers the causes of the phenomenon, what, in his opinion, the ‘right’ level of discount should be, and under what circumstances the team finds these instruments most attractive.
-
White papers
PRT Ready? Private Commitment Pacing In A World of Higher Funding Ratios
Higher interest rates and continued strong equity markets have dramatically improved corporate defined benefit (DB) plan funding ratios. This improvement brings DB plan CIOs new asset management challenges and opportunities.
-
White papers
SDG Engagement Equity Q2 2024 case study: Eagle Materials
Our Q2 case study looks at leading US cement manufacturer Eagle Materials. At the present time, the manufacture of cement accounts for 1.25% of CO2 emissions in the US. But as we outline, Eagle is well positioned to drive change and is implementing measures that should support decarbonisation in the industry.
-
White papers
Private Equity and the Polls
Have U.S. elections had any effect on private equity performance?