All Equities articles – Page 4
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White papersCorporate Hybrids Arbitrage: Trading the Ebbs and Flows of Extension Risk
Is there structural mispricing in Corporate Hybrids?
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White papersPrivate Markets: As The Ice Breaks
With a liquidity drought fading, investors can return to the more normal task of building private market portfolios designed to pursue unique investment goals.
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White papersJapanese Equities in 2025: Goldilocks Would Approve
Japanese Equities: Are the “Lost Decades” Finally in the Rear View?
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White papersAsia ex-Japan Equity: Letter to Investors
The apparently unstoppable growth of passive assets – via exchange traded funds (ETFs) – presents a considerable challenge to active contrarian fund managers (like us). In this letter, we discuss how this powerful dynamic favours momentum stocks and how the outperformance of such stocks might run out of road.
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White papersEuropean Small Caps: Three Catalysts for Change
From changing interest rate expectations to potential political resolutions, there are reasons to believe that European smaller companies may be at a turning point. European equities have begun 2025 on a strong footing, outpacing both U.S. and broader developed markets this year. While this outperformance in part reflects both the recent decline in U.S. technology companies and a partial clawback of European equity indices’ relative underperformance since 2022, immediate concerns over trade tariffs have diminished.
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White papersTariffs take centre stage
“Diversification* and a balanced approach are now more important than ever, as the news on tariffs, negotiations, and retaliations will keep markets volatile”
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White papersCross Asset Investment Strategy - February 2025
Topic of the Month - What Trump 2.0 means for the economy and markets
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White papersThe opening salvo in Trump trade war two
Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trump’s trade war. With Europe likely next in line, uncertainty remains high—despite a 30-day delay on tariffs for Mexico and Canada—fueling further market volatility.
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White papersTech sector in the spotlight
“DeepSeek, China’s new entrant in the field of artificial intelligence, has shaken the highly-valued US tech sector. Investors should continue to diversify* their equity exposures in search of more attractive opportunities at a global level.”
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White papersNew sheriff in town
Uncertainty surrounding Trump’s fiscal policies could be a Rorschach test for investors.
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White papersReport Impact Opportunities Equity, Q4 2024
In harnessing the power of nature, biosolutions offer sustainable ways to tackle the world’s most pressing environmental and societal issues – from restoring ecosystems, improving health, optimising land use, and advancing sustainable food systems for a healthier, more resilient planet.
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White papersStrategy Outlook: Unified Global Alternatives - Hedge Funds First Quarter 2025
Unified Global Alternatives Hedge Funds (UGA HF) Broad Based Diversified (BBD) and Broad Based Neutral (BBN) portfolios generated positive results in Q4, experiencing profits across our four main strategies (Equity Hedged, Trading, Credit / Income, and Relative Value).
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White papersIs the Market too Concentrated? Exploring Opportunities Beyond the Top Stocks
There’s a lot of buzz about the market being too concentrated these days. But what exactly does that mean and what are the implications?
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White papersFinding Growth in US Stocks Beyond the Technology Sector
Technology stocks have been the poster child for growth in recent years. Other sectors deserve a closer look today.
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White papersLong-Term Equity: A Winner for Insurers?
Lower capital charges on a broader array of long-term equity investments could encourage insurers to reshape their asset allocations.
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White papersAre We Any Clearer About Trump 2.0?
Were 26 executive orders enough to convey the new administration’s direction and resolve the uncertainties in our outlook?
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White papersSeeking Perspective On DeepSeek
A Chinese AI start-up claimed its large-language model needs far less computing power than established models. What’s it all mean for chipmakers and the broader economy?
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White papersHow has DeepSeek disrupted the AI landscape?
The launch of Chinese start-up DeepSeek’s artificial intelligence model triggered a rout in US technology shares as we entered the final week of January. Nvidia, the chipmaker that has been at the centre of the AI boom in the past couple of years, saw its share price drop around 17%, wiping out approximately US$600 billion in market cap value. Jeffrey Lin, Head of Thematic Technology Equities, and Johnny Hughes, Investment Director, analyse the potential implications of DeepSeek’s achievement for investors and the development of AI, and explore the long-term opportunities from this emerging technology.
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White papersWhy we’re banking on Europe’s value revival
In 2024, European value stocks outperformed the broader market, driven by resilient banks despite political risks and rate cuts. We believe the substantial valuation discount relative to US stocks offers a unique opportunity for value investors, highlighting Europe’s compelling case for substantial returns in a dynamic market.
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White papersAI - What’s changed?
Have Deepseek decided to give away gold for nothing? In this article, Fund Manager Hugh Grieves discusses the latest AI exuberance, and shares why the saying ‘history does not repeat but it often rhymes’ might be correct in this case.
