All Equities articles – Page 33
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White papersPrivate equity perspectives: Less capital, more opportunity
In a less-liquid world, many of the strategies that once worked in private equity will be less successful going forward. The shifting economic environment and the proliferation of AI are among the many dynamics that are opening new opportunities in the small- and mid-cap space.
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White papersMirror image: Will this year prove to be the opposite of 2023 for China equities?
Reflections on the many reasons behind our more buoyant outlook on Chinese stocks this year
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White papersEnter the dragon: Why China is competitively positioned
There are several reasons to remain constructive on China, in our view. We believe that pessimism about China’s fortunes and the wider economic outlook, resulting in the current idiosyncratic sell-off, presents opportunities for active investors to find great companies at very attractive valuations.
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White papersGlobal Equity ESG, Annual Report 2023
The Global Equities team has demonstrated a history of innovation over 15 years of investing, and 2023 was no exception. In our most recent annual report, we introduce the new iteration of our QESG score, based on our pioneering research into ESG and the unique insights of our EOS team.
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PodcastReal Estate Secondaries: A Diamond in the Rough Market?
With liquidity needs continuing to be on the rise, many sophisticated investors look to the secondaries market for solutions. However, with the lower valuations in Real Estate, there may be opportunities in the Real Estate Secondaries space that might not be on the radar as a result of skepticism in the market.
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White papersEarnings Remain Key in a Confusing Macro Picture
Macro uncertainty is high, but the earnings season has been solid—and not only in the U.S.
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White papersAre Healthcare Stocks a Risky Prescription in a US Election Year?
Despite conventional wisdom, political uncertainty doesn’t necessarily pose acute risks to the healthcare sector.
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White papersInvestors patience rewarded
“Despite the new highs, opportunities remain in European large caps with strong profitability, while small caps may benefit later on.”
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White papersDare to diversify
‘Don’t put all your eggs in one basket’, or at least not too many eggs, is a widely known maxim. These days, however, a benchmarked global equity portfolio has a very high share of US ‘eggs’. The market capitalisation of the MSCI World and MSCI All Country World indices represented by the US is at all time highs. The large weight partly reflects highly valued mega-tech and artificial intelligence companies.
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White papersThe bulls are in control
As equity markets continue to rally, our investment team explains why investors should be looking beyond the headline-making names for greater returns.
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White papersThe unpersuadables?
In his latest article on corporate governance in South Korea, Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity, looks at how to solve the ‘Korea discount’ and why copying Japan’s approach won’t necessarily work.
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White papersAsia ex-Japan Equity: Letter to Investors
In our latest Letter to Investors, Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity, looks at the remarkably attractive valuations on offer at the present time, and the implications for long-term investors.
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White papersThe Importance of Monitoring Credit Spreads In Positioning Equity Portfolios
On February 5, 2024, the yield spread between the Baa corporate bond and the 10-year Treasury bond sat at 157 bps—just 9 bps wider than the narrowest level seen since 2000.
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White papersFinding Hidden Value in the Future of Global Security
Companies supporting efforts to create a more secure and stable world could provide equity investors with an attractive source of long-term returns.
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White papersCross Asset Investment Strategy - February 2024
Topic of the Month - Japan equity: top performer in 2023; remains attractive option for 2024
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White papersJapan equity leadership continues
Japanese equities continued their strong performance in 2024, reaching their highest levels in 34 years. The recent trend has also benefitted technology shares supported by a solid economic outlook.
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White papersPrivate Equity Outlook - 2024
“Going into 2024, we believe the record-high dry powder reserves suggest potential for significant PE activity as values slowly recover and conditions improve…”
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White papersAccess for All
“The democratisation of private equity is about broadening access to the asset class, both in terms of who can invest and the ways in which they do so.”
