All Equities articles – Page 40
-
White papers
CLO equity: Where does it fit in investor allocations?
CLO equity has garnered increasing levels of investor interest, primarily due to the potential for high returns driven by a robust yield profile – a relative rarity in today’s low-yield investment landscape.
-
White papers
Out of the Shadows: The rise of emerging Asia
Emerging Asia’s stocks and bonds have experienced a lost decade. In the past 10 years, their returns, in US dollar terms, have lagged those of global indices by a considerable margin. And that is despite the fact that these economies accounted for about 70 per cent of world GDP growth over that period.
-
White papers
Summer Boom Meets COVID Concerns
Technical factors, perceived Fed hawkishness, the Delta variant, and U.S. infrastructure talks led to a volatile week in markets, which should remain near-term amid COVID concerns and until monetary policy clears up in fall. Solid economic data supports our strong-growth outlook.
-
White papers
Case study: Maintain a fund’s mandated asset allocation ratio through shifting markets
A portfolio manager with a $2 billion portfolio has a mandate to maintain a 60/40 mix (60% equities to 40% fixed income). Within the 60% equities allocation ($1.2 billion), the manager must maintain a 50/50 mix of large-cap equities benchmarked to the S&P 500 and small-cap equities benchmarked to the Russell 2000.
-
White papers
Draghi Takes First Shot at Reforming Italy
After getting the vaccination program up to speed and reshaping the country’s recovery plan, Prime Minister Mario Draghi is now focusing on the hard part of the job: actually reforming Italy.
-
White papers
China – Economically inspiring
While financial markets are wondering when and how the US Federal Reserve and the ECB will turn to monetary tightening, we expect the People’s Bank of China to move to monetary expansion soon. That should give Chinese equities and bonds wings.
-
White papers
Emerging Asian equities expected to perform best over the next five years
We expect emerging Asian equities to deliver among the best returns in global stock markets over the next half decade, especially in dollar terms (10.8 per cent per year on average, or double the global market). We calculate that their outperformance – which stems mainly from superior earnings growth and currency appreciation – could amount to 35 per cent on a cumulative basis over the US in that timeframe.
-
White papers
5 investment lessons from the pandemic era
As an investor with more than three decades of experience, the past 16 months stand out in my career as both intensely painful and incredibly instructive. On or about March 23, 2020, the Standard & Poor’s 500 Composite Index and MSCI All Country World Index hit bottom, establishing the fastest bear market in history as the COVID-19 pandemic spread across the globe.
-
White papers
Your Questions Answered by SDG Engagement Equity
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
-
White papers
Ahead of the Curve, Q2 2021
In the latest edition of Ahead of the Curve, Silvia Dall’Angelo, Senior Economist, provides a macroeconomic update and delves into three themes: inflationary concerns, notable divergences between advanced and emerging economies and where we stand on building back better from the Covid-19 pandemic.
-
White papers
4 things global financial cycles are telling us
As much of the global economy climbs out of the pandemic-induced downturn, investors are scrutinising every new economic data point for clues to the outlook for growth and inflation. I think they should also take the 30,000-foot view afforded by financial cycles, which can offer a long-term perspective on the trajectory of an economy.
-
White papers
Allocation Views: Global economic slowdown ahead?
Our Franklin Templeton Investment Solutions team retain the view that global expansion especially among developed markets may have peaked, and the strongest period of expansion may have been in the second quarter of the year.
-
White papers
European equities: look for the winners to play the reflation trade, value revenge, and ESG disruption
While the strongest national European football teams are animating a great competition, which is also signalling a sort of return to normality for Europeans, investors’ appetite for European equities is back and for good reason.
-
White papers
Global Equities: Introducing our Sustainability Assessment Framework
As the sustainability landscape continues to evolve so too does the innovative approaches and tools of the Federated Hermes Global Equities team.
-
White papers
Earnings Still Matter
Despite stretched equity market valuations, a blockbuster second-quarter earnings season could help sustain market momentum.
-
White papers
Market Scenarios and Risks - July 2021
On the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios. In our central scenario, the policy mix and improving fundamentals support the recovery and markets.
-
White papers
EM monetary policies normalisation as the low tide is getting higher
The monetary policy conditions in the emerging markets are still definitely dovish. Domestic factors as Inflation and, in certain cases, strong economic rebound are driving the EM Central Banks to normalise their monetary policy course. Tighter global financial conditions should trigger a faster and more generalised normalisation.
-
White papers
SDG Engagement Equity commentary: Fortune Brands
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors.
-
White papers
From Hanging Ten to Choppy Waves
Does a change in the weather forecast at the Federal Reserve signal an end to the early stage of this recovery cycle?
-
White papers
Private Equity Demonstrates Resiliency in the Face of Change
How have Private Markets been affected by the pandemic?