All Equities articles – Page 42
-
White papers
Pent-Up Consumer Demand Fuels Us Market Recover
Grant Bowers explains why pent-up consumer demand should present a fertile environment for stocks and highlights some opportunities he sees in US equities.
-
White papers
European equities – Closing the gap
European equities have staged a spectacular rebound: Since their March 2020 low, they are up by more than 60%. So far this year, they have gained more than 13%. Still, there is the perception that the European market has significantly lagged the US.
-
White papers
Europe is Readying For Their Summer Arrivals
European economic data is surprising to the upside, pointing to a strong Q2 rebound.
-
White papers
SDG Engagement Equity commentary: Clean Harbors
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. Here we demonstrate how we are engaging with current holding Clear Harbors to create positive impacts on society.
-
White papers
Artificial Intelligence Solutions to Support Environmental, Social, and Governance Integration in Emerging Markets
Assessing the environmental, social, and governance (ESG) quality of an issuer is key for investment decisions, not only to take into account the sustainable risks that might weaken the issuer’s financial strength, but also to assess the product’s impact on key issues that represent a systemic risk for society, such as climate change, fraud and corruption, and social cohesion.
-
White papers
Durable Competitive Positions: A Key Driver of Alpha
The NB Global Sustainable Equities Team invests in companies that do no harm, have a durable competitive position and are adaptable to change.
-
White papers
Quick Thoughts: The Opportunities in Innovation
Our Chief Market Strategist, Stephen Dover, discusses why company valuations, disruption, implementation, and innovations’ growth and pace are areas to find equity market inefficiencies.
-
White papers
The Emerging Markets Recovery & The Race Ahead
With the Fed’s “tapering” clock now officially ticking, many Emerging Markets face an even more urgent challenge to tackle the pandemic.
-
White papers
Shining a spotlight on solar in China
Advancements in technology and innovation are allowing more sunlight to be converted into energy, and the scope for future growth is considerable.
-
White papers
Emerging Markets Charts & Views - Navigate the cyclical recovery and ride the long-term opportunities in energy transition and Asia
The global economy should rebound strongly this year from its worst economic slump since the 1930s. However, the growth pattern is expected to be uneven across advanced and emerging economies, hinging critically on the virus cycle and the success of vaccine campaigns.
-
White papers
A sneak peek into the second half – What to expect for equities?
As economies recover from last year’s collapse in demand, partly on the back of large-scale government budget spending and amid ultra-low interest rates, investors can expect inflation to bounce higher as well, especially in sectors that were hit hard in the COVID-induced slump.
-
White papers
Time to rethink value versus growth
How should investors position their portfolios after more than a decade of disappointing value returns?
-
White papers
Why active investing is an attractive approach for Japanese equities
The Bank of Japan’s (BoJ) recent decision to adjust its ETF purchase programme has given investors plenty to think about from the impact on asset prices to the longer term future of the country’s monetary easing policies.
-
White papers
Global Emerging Markets positive impact case study: Richter Gedeon Nyrt
In this case study, we demonstrate how current holding Richter Gedeon Nyrt is creating positive impact aligned to the Sustainable Development Goals (SDGs).
-
White papers
Value and multi-factor equity investing – When value spreads compress
With value spreads now at levels last seen at the peak of the tech bubble in 2000 [1], we expect spreads to narrow in the coming years. That bodes well for value and multi-factor equity strategies irrespectively of their level of sophistication.
-
White papers
Approaching Apogee
Even as the U.S. economy rockets higher, last week’s jobs miss will start to raise questions about what is a sustainable trajectory.
-
White papers
Global Asset Allocation Viewpoints 2Q 2021: Investing through the pandemic
The first quarter launched 2021 on a positive note. Risk markets ignored short-term economic setbacks and outperformed in anticipation of additional fiscal stimulus and widespread vaccine distribution.
-
White papers
“Principled Investing” What it means and why it matters?
“Principled Investing” broadens the definition of fiduciary. It encompasses the Principal Global Equities’ culture, team structure, investment beliefs and process disciplines, including our evolving approach to Environmental, Social and Governance (ESG) investing. It is a fitting two-word summation of our purpose and mission to improve client outcomes.
-
White papers
5 Growth Themes Shaping the Future
New technologies can unleash a cascade of growth across multiple industries, and we expect a number of growth themes to gain the attention of investors in the decade to come. Here are five of them.
-
White papers
Equity market drivers – Passing the baton
Equity markets have gained from the drop in interest rates engineered by central banks as well as large-scale government aid programmes, taking valuations to 20-year highs.