All Equities articles – Page 23
-
White papers
Best ideas across asset classes
Bringing together the most senior investors from across our platform of core and specialist capabilities, including all public and private markets
-
White papers
The Rise of GP-Led Secondaries
As private equity investors scramble for liquidity in this volatile climate, more general partners are orchestrating transactions in the secondary market.
-
White papers
2023 infrastructure outlook: Climate, macro drivers create tailwinds
ClearBridge Investments expect dire need for infrastructure spending to underpin growth for the next decade and beyond.
-
White papers
Investment Outlook – Positive but tempered return expectations
There were few places to hide in 2022. Inflation, monetary policy tightening and geopolitical risks marked a stark contrast to the drivers of returns in 2020 and 2021; the backdrop ultimately forced a revaluation of fixed income and equity assets. From low to high inflation, and from low to high interest rates, returns suffered as markets adjusted to the new paradigm.
-
White papers
Equities: Not All Growth is Created Equal
The indiscriminate sell-off in growth companies is creating potential opportunities in ‘true’ growth stocks, which are becoming increasingly undervalued amid the broader market decline.
-
White papers
Semiconductors: The Darkness Before the Dawn
Given the headwinds of a cyclical downturn in demand, high inventories, and rising tensions between China and the U.S., the semiconductor sector is being challenged. But there are a growing number of reasons to be optimistic about the share prices over the medium term.
-
White papers
Global Investment Views - December 2022
Markets have seen some relief in a year that overall is likely to be remembered as among the most challenging for investors. But the negative trend reverted somewhat with gains for the S&P 500 and select Treasury Indices.
-
White papers
Net Zero Investment Portfolios - Part 1. The Comprehensive Integrated Approach
The emergence of net zero emissions policies is currently one of the most important topics among asset owners and managers. In this research paper, we investigate the integrated approach, which is implemented by equity and fixed-income mutual funds and ETFs.
-
Podcast
Episode 3 | Drew Schardt - Does Private Equity Really Care About Interest Rates?
Listen as Drew takes us through his response to this timely topic
-
Video
Smaller Companies: Specialists & Industry Leaders
There is a misconception that the small-cap universe is less developed or less diverse than its large-cap counterpart—but many smaller companies are leaders within their industries.
-
White papers
Investment Outlook 2023 – Investing in an age of transformation
In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation and fundamental geopolitical shifts have led to rising demands on governments.
-
White papers
2023 Investment Outlook - Some light for investors after the storm
2023 key convictions from CIOs: 1. The Russia-Ukraine conflict is acting as an accelerator towards a regime shift, featuring higher inflation, geopolitical uncertainty, and a tug of war between monetary and fiscal policy, in a world already flooded by debt. Expect economic divergences to intensify.
-
White papers
UK Fiscal Budget: main political, social and market implications
The UK fiscal budget main political implications: The budget is designed to improve public finances, regain market trust, and help the Conservative government regain some ground ahead of the next election.
-
White papers
Standing out in Asian equities – Fund in 5
Fund in 5 offers an overview of the five key angles of the Asia ex-Japan Equity Fund (asset class, process, differentiator, the team & track record) including a short video.
-
White papers
Markets take fright as Xi assumes total control
Chinese equities had a volatile week following the ruling Communist Party’s twice-a-decade congress in Beijing that confirmed President Xi Jinping’s third term backed by a cadre of loyalists.
-
Research Report
How to account for nature’s role in the economy
In prioritising economic development, humanity has caused considerable damage to the natural world and its ecosystems. Yet a degraded biosphere will have a direct impact on growth and human welfare over the next several decades.
-
White papers
Driving an equitable transition to a low-carbon economy
Rekha Unnithan and David Haddad, co-heads of private equity impact investing, and Radhika Shroff, managing director on Nuveen’s private equity impact team, were recently featured in PEI’s 2022 Impact Investing special report, where they discussed two of the most pressing issues impact investing is working to address: climate change and inequality. In the article, they explain how these challenges are exacerbated during periods of market disruption and why the two issues are closely interlinked.
-
White papers
Moving ESG investing forward
When Ivo Knoepfel coined the term “ESG investing” in his landmark 2004 UN report, “Who Cares Wins,” he unleashed an almost inconceivable rise of sustainable investing. With this rapid growth in ESG has come the insatiable demand for ESG data. According to SustainAbility, an ESG consultancy, the number of ESG ratings and rankings providers has grown from about 20 in 2000 to over 600 by 2020. Even with recent market consolidation, this number has grown since then.
-
White papers
Thinking like a business owner
The recent global backlash to the UK government’s tax-cutting plans – along with geopolitical uncertainty, energy security concerns in Europe and ongoing tension between inflation and interest rates – has added significantly to this year’s equity market volatility.
-
White papers
Sustainable investments in Emerging Markets
The lack of data is often the reason why professional ESG analysis of companies and countries has so far focused on the industrialised countries. This is currently changing and more and more ESG funds with a focus on Emerging Markets are being launched. Jürgen Maier, Emerging Markets expert at Raiffeisen Capital Management in Vienna, explains the challenges and opportunities associated with ESG investments in Emerging Markets.