All Equities articles – Page 38
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White papersWhy ESG Investors Should Look Beyond the Obvious Choices
Companies that are on course to overcome ESG controversies deserve closer attention from investors.
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White papersGetting better all the time?
With improving CPIs, the mood music for investors might be sounding sweeter
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White papersThe illiquidity premium in private asset markets
Investing in private assets can lead to higher returns when compared to public markets, at least over the longer term. In this last of our three-part overview* on private asset investing drawn from our recent paper, we look at how private asset outperformance – the illiquidity premium – can be seen as compensating investors for their willingness to lock up capital for five to 15 years, the usual lifecycle of private equity and private debt investments.
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White papersConcentration Consternation
The widening representation of large U.S. stocks in large-cap benchmarks has reduced the benchmarks’ diversification benefit. Investors may want to diversify and seek outperformance by allocating to mid- and small-caps.
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White papers3Q 2023 Strategic Investment Outlook
A narrow market, led higher by a small number of stocks, has been doubly painful for many investors in 2023.
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White papersReal Assets 2.0: Riding the Next Wave in Infrastructure Investing
The new generation of infrastructure is creating opportunities with characteristics similar to those of traditional infrastructure—yet often at values the market may not fully recognize.
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White papersRecord Heat, Climate Policies Energize Low-Carbon Investing
New public policies reflect growing urgency to address climate risk, which equity investors should emphasize, too.
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White papersTaking Stock
As we reach the halfway point of an unexpected year for markets, what’s next for equities?
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VideoMegatrends – Quality
(2:06) Client Portfolio Manager, Nicole Vettise asks why quality is more important now than ever for equity investors.
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VideoMegatrends – Value
(1:58) Client Portfolio Manager, Nicole Vettise examines the opportunities for value style equity investors in the current environment.
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VideoMegatrends – Small Cap
(2:08) Client Portfolio Manager, Nicole Vettise examines why small caps present an opportunity for equity investors in today’s environment.
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VideoNeuberger Berman Global Equity Megatrends Fund
(4:04) In this short video, Client Portfolio Manager, Nicole Vettise looks at some of the key trends driving equity markets and examines how the Neuberger Berman Global Equity Megatrends Fund could tap into these.
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White papersMid-Year Update – Getting the yield curve wrong
Many investors have been puzzled for most of this year by an inverted US yield curve, which along with economist forecasts and CEO surveys signals an impending recession. At the same time, the performance of risk assets suggests a much brighter outlook. Which is right and which is wrong?
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White papersA deeper dive into investor engagement with Japanese corporates
Investors in Japanese equities who have earned their credibility through a deep understanding of Japan’s cultural and corporate landscape could find themselves in a unique position where they may add value to companies through engagement. Here we look at two case studies.
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White papersHow to Prepare for Market Volatility Before It Strikes Again
When markets are rising, investors don’t always prepare for turbulence. Yet we think the best time to build a defensive plan for an equity allocation is before volatility strikes.
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White papersEmbracing Change in Chinese Equity Markets: Q&A with John Lin, Chief Investment Officer—China Equities
The AB China A Shares Equity Portfolio has been focusing on China onshore stock exchanges since the strategy was launched in 2009. In this brief interview, portfolio manager John Lin explains how the fund’s consistent, value-driven approach has helped the portfolio navigate this highly complex and fast-evolving market.
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White papersFearful markets brace for further hikes
The US Federal Reserve latest meeting minutes indicate further tightening likely following June pause.
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White papersAmundi Pension Funds Letter n°18
Every June, Amundi welcomes clients from around the world to its investment forum in Paris to discuss the new trends shaping investment. That the world has been approaching a critical juncture has been a stable topic of the past few years. But this year, the consensus was clear: We have embarked on a new era.
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Asset Manager NewsHines Anticipates Exceeding Target Fund Raise for HEVF 3
Hines, a global real estate investment, development and property manager, has raised an additional €305 million of equity from institutional investors for the Hines European Value Fund 3 (HEVF 3).
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White papersNasdaq Rebalance Spotlights Risks from Supersized Set of Stocks
Even benchmark-makers are starting to address the supersized influence of heavyweight stocks. Nasdaq’s plan to reconfigure the weights of its constituents should prompt investors to think about the broader concentration risks in US equity markets, particularly in passive portfolios.
