All Equities articles – Page 23
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White papersMacroeconomics, Geopolitics, and Strategy - March 2023
Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have risen a lot, and are still rising. This has led to market optimism with regard to asset prices.
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White papersEuropean equities are favoured in a fragile earnings outlook
“The greater resilience of profits enabled the European market to remain cheaper than the US one.”
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White papersStructural Themes Shaping the Opportunity in ASEAN Equities
Favorable demographics, combined with a number of unique investment themes, are creating a positive backdrop for ASEAN’s equity markets.
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White papersEquity-bond correlations: was 2022 an outlier?
Should we be shocked? Negative equity and bond returns in 2022 provided further evidence that annual performance by the asset classes is not as uncorrelated as commonly believed. How frequently do these so-called ‘outlier’ years occur, and how can investors with long-beta portfolios be better prepared?
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VideoHealthcare Stocks Can Help Lower Inflation’s Fever
”I think one of the benefits of investing in healthcare is that these companies have inelastic demand. If you need a new heart valve, inflation isn’t going to impact that decision.”
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White papersExploiting the low volatility anomaly in practice
It is relatively easy to demonstrate the low volatility anomaly – the phenomenon that first came to light half a century ago showing that investing in higher risk equities is not necessarily rewarded with higher returns. Raul Leote de Carvalho explains.
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White papersCOP 27: outcomes, opportunities and emerging markets
The expectations for COP 27 in Sharm el-Sheikh, Egypt, were lower than for the landmark COP 26 in Glasgow in late 2021. And although world leaders at COP 27 reaffirmed their commitments to expanding clean energy deployment – despite the near-term energy crisis caused by the Ukraine conflict – they did not deliver much action on climate change.
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White papersSetting the tone: Private Equity International interview with Markus Benzler
Co-investment will continue to play a crucial role in PE despite the present macro environment, says Markus Benzler, head of multi-managers private equity at UBS Asset Management
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White papersAsia ex-Japan: helping clients outperform over the long-term
A contrarian approach involves betting on assets that are not doing well for reasons we consider to be temporary, so that when they recover, we can obtain optimal results.
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White papersWhy the next five years belongs to US SMID
The Equities team explain why, against a backdrop where the US economy is likely to ‘muddle through’, there are exciting investment opportunities in the US SMID space.
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White papersAdding thematic equities to diversified portfolios
Once considered niche, thematic equities have in recent years evolved into mainstream investments. Their ability to transform broad, long-term macro-economic, technological and environmental trends into investments has struck a chord with a growing circle of investors. Even so, questions remain over how to incorporate such stocks within portfolios that use traditional asset allocation frameworks. We propose three broad approaches where investors can incorporate thematic equities in their diversified portfolios.
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White papersReimagining Growth: A Market Beyond Mega-Caps
US growth stocks were hit hard in last year’s downturn, with the mega-caps accounting for nearly half of the market’s decline. Now, the changing contours of the market mean investors can capture a broader array of recovery candidates while incurring less benchmark risk.
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White papersEconomies recover against backdrop of growing confidence
Business activity in the UK, Eurozone and Japan has been more resilient than initially expected this month, suggesting economies may escape a more severe recession.
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White papersChina reopening should benefit parts of EM Asia
Spillovers from China’s reopening will be mostly positive. The main channels are through tourism, goods imports and commodity prices.
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White papersThe 10 themes that could make or break an EM renaissance
In our 2023 outlook, Kunjal Gala, Head of Global Emerging Markets, outlines the key factors that could drive market returns for EM equity investors in the year ahead.
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White papersDirection of rates hangs over equities rebound
Expectations of early easing tempered by sharp rise in US retail sales.
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White papersSustainable Global Equity Report, Q1 2023
China’s road to reopening should act as a catalyst for emerging markets and global growth in general, while retaining a focus on common prosperity and decarbonisation.
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White papersNASDAQ-100 Index Call Writing Overlays
Monetizing Low-Cost Basis Stock Positions while Preserving Long-Term Stock Alpha
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White papers5 trends driving energy markets in 2023
Is there more fuel in the tank for energy stocks?
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White papersHong Kong China Equities: Finding Value Amid the Reopening
An economic reopening, a recovery in fundamentals, and favorable policy support are creating a compelling, long-term case for Chinese equities.
