All Equities articles – Page 51
-
White papersPrime time: How streaming is reshaping film and TV
The last ten years have seen the film and television industry transform beyond recognition. In the latest instalment of our editorial series, Link, experts from our credit and equity teams discuss whether streaming will continue its inexorable reshaping of the media landscape.
-
White papersInvestible Trends in Real Estate for 2021 and Beyond
A Barings 360 Webinar on Real Estate Equity
-
White papersWhen the chips are down: the outlook for semiconductors
After a challenging 2019, the semiconductor manufacturing sector was placed under even more pressure by the exogenous shock of the coronavirus pandemic. Yet the industry has staged an impressive recovery and our Global Emerging Markets team retains a positive long-term view on the sector, arguing that technology trends will quickly reheat any cooling demand for global chips.
-
White papersDisruptive Forces: 2020 U.S. Election Special
Economic policy, geopolitical issues, COVID-19 crisis and a supreme court nominee, to name a few, all come into play when it comes to the next president of the United States. The choice that Americans face in the upcoming election will impact not only the next four years in the United States but could impact the world at large.
-
White papersCoronavirus: what now for economies and markets?
It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent.
-
White papersWhat the US election means for markets … and what it doesn’t!
While every US presidential election is contentious, this year’s race seems especially divisive. Partisanship is extreme, and the difference between Donald Trump and Joe Biden in approach, personality and behaviour is stark. The charged rhetoric may increase the uncertainty and anxiety for investors as we approach election day. Most recently we saw evidence of this anxiety as the market reacted to news of President Trump’s positive Covid-19 test.
-
White papersWhy this time may be different for Chinese equities
In the past, China’s stock markets were prone to boom and bust. After a rally that has seen the CSI 300 index rise by around 17% since March, David Choa, Head of BNP Paribas Asset Management’s Greater China Equities team in Hong Kong, explains why this time may be different for China’s equity markets.
-
White papersECB QE Monitor - October 2020
The ECB’s balance sheet is now equivalent to 56% of euro area GDP compared to 39% at the start of the year.
-
White papersMateriality Matters
How Environmental, Social and Governance Issues Inform Long-term Growth and Sustainability of Companies
-
White papersThe Pandemic Productivity Shock
Lockdowns will trigger cost cutting and speed technological innovation, but brace for the political tremors.
-
White papersBuilding ESG momentum in US equities
US ESG (Environmental, Social and Governance) investors are increasingly likely to benefit as the country’s companies close the gap with best-in-class global companies on ESG disclosure and performance. The trend towards ESG in the United States is being driven by asset owners demanding ESG integration into corporate business strategies, investors using it as a source of alpha1, and regulators looking to formalize ESG into its rules and protocols.
-
White papersWhat you need to know about the 2020 US presidential elections
The US is just three weeks away from a presidential election with potentially major repercussions for economic policy in the US and further afield. Daniel Morris, chief market strategist, and Mark Allan, US economist, review the key points.
-
White papersWhere next for private equity and passive investing?
Two powerful forces have shaped the global equity landscape in recent years – passive investing and private equity (PE). A broad range of investors have turned to index-tracking funds for low-cost exposure to the broader market.
-
White papersWhy traditional balanced portfolios will not deliver attractive returns
The Covid-19 crisis turned the world on its head, creating major challenges for investors.
-
White papersHow Covid-19 will reshape the world and investments
Every global shock leaves a legacy. The hyperinflation and labour unrest of the late 1970s and early 1980s, for instance, gave birth to Reaganomics and Thatcherism while the 2008 credit crisis ushered in an era of ultra-low interest rates that persists to this day.
-
White papersA new world order: US and China battle for tech supremacy
One world, two systems? From semiconductors to artificial intelligence, China is loosening the US’s grip on the global technology industry. It is a development that investors view with a mixture of hope and trepidation.
-
White papersAsset class return forecasts: the winners of the next five years
It gives me great pleasure to introduce our 8th Secular Outlook, which explores the trends we believe will have the greatest impact on financial markets over the next five years. Readers won’t be surprised to learn that this edition has been the most difficult of the eight to produce.
-
White papersPolitics, economics and a pandemic: Equity markets under pressure
September saw profit-taking on equities amid investor concerns over COVID-19 as well as economic and political uncertainties. After rallying for five months, global equities fell. Further fiscal support measures are taking shape, but only slowly, leaving central banks to lobby for more haste.
-
White papersDisruptive technology in the COVID-19 era
Within the global economy, COVID-19 has acted as a formidable accelerator of trends driving disruptive technology. Valuations of information technology stocks have soared, raising questions about the extent of the rally. Guy Davies, chief investment officer for fundamental active equities, explains why this time may be different.
-
White papersJapan: Policy continuity expected under Suganomics
Striving to consolidate power with a snap election, Mr. Suga vows continuity of Abenomics and hints at additional fiscal stimulus. Domestic politics aside, we expect global factors and positioning to play a key role for Japanese equities and currency.
