All Equities articles – Page 66
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White papers5 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.
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White papersEquity 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.
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White papersThe Mother of All Recoveries
We’ve been referring to the post-pandemic economy as the “Mother of All Recoveries,” with yearly growth at a level not seen in decades. And we expect this recovery/expansion cycle to ultimately be measured in years, not months or quarters.
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White papersWhy now is the time for active management in US equities
We believe now may be the best time in recent history to invest with an active approach in US equities.
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White papersHealthcare – Rocked by the pandemic, the prospects are intact
Jon Stephenson, senior portfolio manager for US equities and specialist for healthcare innovators in our Boston office, discusses the outlook for healthcare stocks after a hectic year.
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White papersEquity-like returns with bond-like volatility, investing in 75+ emerging economies
It’s now two years since the launch of the Aperture New World Opportunities Fund. The fund was designed to deliver equity-like returns with bond-like volatility. Since inception, that’s exactly what it’s done.
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White papers“Hidden Quality” in International Equity Markets
Traditional “quality” companies are bunched in a few sectors and appear expensive—is there a more subtle definition that can uncover “hidden” quality?
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White papersMeeting Room Webcast: Sustainable Global Equity
Announcing the upcoming launch of our Sustainable Global Equity Strategy, join Martin Todd, Lead Portfolio Manager, Ingrid Kukuljan, Head of Impact & Sustainable Investing, and Henry Biddle, Deputy Portfolio Manager, as they discuss how the strategy seeks to target financial outperformance and positive outcomes through high-conviction investment companies leading the sustainability transition.
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White papersEmerging Market Green Bonds - Report 2020
The pandemic and its multiple effects hit the global economy hard in 2020. Consecutive waves of infections and extended or renewed lockdowns and other social distancing measures not only depressed economic activity but also had profound social effects.
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White papersWill the Sweet Spot for Smaller Value Stocks Persist?
US small-cap value stocks have enjoyed considerable success since value stocks began to outperform growth in October 2020.
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White papersTaking a long-term view
Our private ownership and strong balance sheet afford us the ability to maintain a long-term focus
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White papersResilient Recovery Stocks Transcend the Growth-Value Divide
Investors are reassessing which types of companies will thrive in the next stage of the recovery amid the recent rebound of value stocks. But we think the distinguishing performance factor will be a company’s ability to generate sustainable earnings, regardless of its style classification.
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White papersThe Temperature’s Rising
As Treasury yields climb and assets geared to the recovery race ahead, the Asset Allocation Committee asks, Will the economy overheat, and should investors rebalance?
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White papersShifts & Narratives #1 - Do not give up on fundamental valuations
Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio construction.
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White papersMarket Scenarios and Risks - April 2021
Significant progress in managing the pandemic, massive fiscal impulse in the US, and boosters in the RoW amidst accommodative monetary policies.
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White papersMacroeconomic Picture - April 2021
United States: thanks to fiscal aid and still extremely accommodative monetary policy, the US economy will likely recover much of the ground lost during 2020, returning to prepandemic levels around mid-year, while the labour market will take longer to recover fully.
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White papersThese 3 laws drive innovation and investment opportunity
You’ve probably heard of Moore’s Law, the observation that semiconductors would get meaningfully faster and cheaper over time, improving computing power. But what about Flatley’s Law and Wright’s Law?
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White papers“The Best of All Possible Worlds!”
Clearer evidence is emerging that in most major economies the joint monetary, fiscal, and health policy response to the pandemic is proving faster, bigger, and better-targeted than we expected.
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White papersAllocating to real and alternative assets: a framework for institution…
Institutional investors have significantly increased their allocation to real and alternative assets, such as private equity, real estate, infrastructure and private debt, over the past decade, with the objective of enhancing the return or the expected yield of their portfolio, as well as improving its diversification.
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White papersMind the rebalancing gap
The 12 months ending 31 March 2021 saw the largest positive divergence in returns between global equities and bonds in nearly 50 years.
