All Equities articles – Page 29
-
White papers
Q2 2022: A late cycle with a greater focus on inflation
The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still decelerating at a global level but with tentative signs of stabilisation.
-
White papers
An Investor’s Guide to Evolving Supply Chains
Many companies are rethinking supply chains amid disruptions from the war in Ukraine and the pandemic. Equity investors must decipher which companies can adapt their processes to compete in a less globalized world.
-
White papers
What does the future hold for secondary private equity investments?
We expect that the comparatively new GP-led secondaries market will see continued strong growth if the difficulties facing broader financial markets persist.
-
White papers
‘People can focus so much on risk they can overlook opportunities’
Federated Hermes Asia and Emerging Markets Investing Forum in London on 28 April took the pulse of the sector in the face of slowing growth and volatility.
-
White papers
When volatility is rising, boring is beautiful
Fast-growing digital and tech companies generated a lot of investor excitement over the past decade, not to mention an outsized share of market returns.
-
White papers
Discovering Stocks for Your Sustainable Investing Goals
Sustainability means different things to different people. So how can an investor know whether a sustainable equity fund is truly aligned with their responsibility ethos and investing goals? Start by asking the following three questions.
-
White papers
EM equities: evolving and transforming
Emerging markets are undergoing a seismic shift. While they have traditionally been perceived as dominated by ‘old economy’ industries, many EM economies have transitioned from ‘primary’ and ‘secondary’ industries toward more ‘tertiary’ or service-based industries over the past decade.
-
White papers
Hydrogen: Acting today for tomorrow’s net zero economy
CPR AM has been a committed climate player for several years now and has been innovating to offer investment solutions addressing the climate transition across all asset classes.
-
White papers
Europe Outlook: A French Economic Evolution
Franklin Mutual Series’ Katrina Dudley sees President Emmanuel Macron’s re-election as a positive for the French economy and regional equity markets over the longer term.
-
White papers
Global Investment Views - May 2022
We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US economy) and in market performances.
-
White papers
Broader Investment Horizons for an Aging World
In a deeply uncertain world, there is one certainty. Young, booming populations in emerging markets (EM) have started outpacing those in aging, rich countries and might provide just the opportunity needed to fill job openings and support growth.
-
White papers
Technology Investing: Volatility, Valuations and Opportunity
Despite increased volatility due to the Russia-Ukraine war and rising interest rates, Franklin Equity Group’s Jonathan Curtis sees compelling opportunities within high-quality technology companies in an increasingly digital world.
-
White papers
Cautious, Not Bearish
Investors may want to position for persistent volatility as growth begins to slow, but we still believe earnings growth supports the case for equities.
-
White papers
Should Investors “Buy the Dip” in a Time of Geopolitical Crisis?
Many market pundits have advocated a strategy of “buying the dip” after significant selloffs, but does it always make sense to do so? Franklin Templeton Investment Solutions’ Gene Podkaminer and Miles Sampson explore market reactions to geopolitical events and caution against celebrating the success of this strategy too soon.
-
Video
The Rise of Alternative Property Sectors in the U.S.
Michael Acton, Head of Research at AEW, explains which factors and trends drive the growing interest of institutional investors in the alternative property sectors in the U.S.
-
White papers
Economic and Market Review: Key Considerations for Equity Investors
We believe the conflict in Ukraine may turn out to be less critical for equity markets than the upcoming turn we anticipate in the economic growth cycle.
-
White papers
Allocation Views: Simplify the problem—A tighter focus
It has been an eventful start to the year. A significant rotation in equity market leadership in the early part of 2022’s first quarter saw the prospects for growth stocks derailed. This was followed by the shocking outbreak of war in Ukraine, adding new complexity to established geopolitical uncertainties—and all set against a backdrop of slowing economic activity, as well as inflation that was both persistent and troublesome.
-
White papers
How to think about investing in China today
Despite well-publicised moves to restructure its economy over the past few years, China remains a key investment destination due to the attraction of its enormous domestic market. And as the world’s second-largest economy, China is also deeply interconnected with the global economy in manufacturing supply chains and is increasingly a large portion of multinational corporate revenues. Consequently, understanding and navigating the complexities of China for both domestic and international investing has never been more important.
-
White papers
ESG Materiality Newsletter, Q1 2022
In this edition of our ESG Materiality Newsletter, we provide an overview of our engagement activities, as well as case studies demonstrating the progress we have made with portfolio companies. We also delve into an environmental, social and governance (ESG) theme, and its implications for the Emerging Markets asset class.
-
White papers
Shifts & Narratives #16 - Investing in a fragmented world
Over the past three years – well before the Covid-19 crisis – we have been arguing for a macro-financial regime shift, initially driven by the retreat of global trade as the main driver of global growth. The Covid-19 crisis has acted as a trend accelerator due to its de-globalisation footprint and implied supply-chain bottlenecks. Many growth engines have been re-shored, while the unified central bank model has ended.