All Equities articles – Page 37
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White papersPolicy 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.
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White papersElections 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.
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White papersGlobal Investment Views - July 2024
Inflation trends, central banks and geopolitics to drive markets
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VideoFund 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.
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VideoEmerging 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.
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White papersEquity 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.
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White papersPrivate 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.
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White papersCan 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.
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PodcastConnecting 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.
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White papersThe 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.
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White papersSDG 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.
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White papersPrivate Equity and the Polls
Have U.S. elections had any effect on private equity performance?
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White papersA Paradigm Shift: Infrastructure Equity 2.0
Historically viewed as a yield-oriented and inflation-protected (but lower returning) asset class, infrastructure equity is transitioning to assets that could drive alpha in an investor’s portfolio.
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White papersImpact Opportunities Equity Report Q2 2024
Introduced during the Industrial Revolution, the presiding ‘linear’ model of production and consumption has, without question, had a detrimental effect on the health of our planet. In our latest impact report, the team explain why a transition to a circular system is vital if we are to protect the natural capital upon which our economy relies.
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White papersNotes from the Road: Summer 2024
When we ask about which of our research notes are read most, one of the consistently popular seems to be feedback from our trips to see clients around the world. Everyone, it seems, wants to know what everyone else is doing. So, we offer another such note here, reflecting on discussions with clients in the US Southwest and Northeast, around Europe and Zoom calls with people anywhere in the world.
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White papersBest ideas across asset classes
A combination of global economic resilience and strong corporate earnings has propelled equity markets higher over the first half of 2024. This upward move has been accompanied by less favorable valuations, which (combined with uncertainty surrounding central bank policy) leads us to stick with a neutral view toward global stock markets.
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White papersEmerging-Market Stocks: Great Businesses Hide in a Murky Market Landscape
Sour sentiment toward emerging-market stocks is obscuring uncommon opportunities for equity investors.
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White papersTrade Wars and Tariffs Test Equity Investing Research
How can global equity investors incorporate the impact of tariffs into fundamental analysis of companies?
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White papersA New Frontier for Equity Investors: The Middle East Transformation
Investors in emerging-market equities haven’t typically paid much attention to the Middle East. It’s time to take a closer look.
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VideoOur outlook for India: The view from the GEMs desk
In this video, James Cook, Investment Director, Emerging Markets, sits down with Vivek Bhutoria, Co-Portfolio Manager, Global Emerging Markets Equity, to discuss valuations in India and the prospects for the country’s economy in the long term.
