All Equities articles – Page 7
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Video
Meet the Manager: Jordan Patel
Jordan Patel, Deputy Fund Manager, recognises that impact and biodiversity investing is not easy. It requires patience to sift through names, find the true champions, and identify the businesses to own and at the right price. It’s fortunate, then, that the Biodiversity Equity team are dedicated to achieving biodiversity outcomes in the real world, a goal which embodies the patience required to successfully navigate this space…
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Podcast
Outerblue Convictions – Global Investment Views – Data driving diverging paths
Three factors are driving today’s global markets; economic growth, inflation and the outlook for monetary policy. Central banks are increasingly dependent on data and inflation remains their chief cause of concern. It is becoming clear that divergences are opening up in policy and outlook in the US and in Europe. On one side a clear path has appeared, where on the other, this path is still surrounded by uncertainty.
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White papers
Emerging Markets Insights: India elects
India’s election, China’s IPO pipeline and US interest rates are on the radar of our Emerging Markets Equity team in this issue. The team shares its latest outlook.
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White papers
US consumer shows confidence
“Concerns over US economic growth persist, and this highlights the importance of a global approach to investing in the developed and emerging markets.”
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White papers
150-Year Analysis: What Happens to Equities When Inflation Strikes
The quick rise in consumer prices following the pandemic disrupted decades of low inflation globally and sparked equity volatility that investors still struggle to navigate. While inflation has settled down, it has stubbornly stayed above central banks’ targets of around 2%. High inflation can cut out the bulk of a portfolio’s return, making it a paramount concern for investors.
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White papers
Global Investment Views - June 2024
“Expectations of monetary easing by central banks may support areas that show earnings resilience and are attractively priced.”
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Video
Neuberger Berman Private Markets: Q1 2024 Preliminary Valuation Summary & Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papers
Value Stocks: Cracking the Quality Code
Today’s value stocks offer a magnificent mix of quality, forward-looking profitable firms.
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White papers
Equity rally shifts to Emerging Markets
“Emerging markets offer opportunities in regions such as Asia, led by strong economic growth, domestic demand and favourable geopolitics.”
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White papers
Biodiversity Equity, Interim Report, 2023-4
In the latest report from our Biodiversity Equity team we consider the ‘secret sauce’ that goes into picking biodiversity champions. Is it always the most obvious names that make the grade?
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Video
(More) Questions Answered: Global Emerging Markets
In this video, Chris Clube, Co-Portfolio Manager, discusses the most compelling areas of opportunity for investors in EM outside of Asia and how the Strategy’s portfolio stands to benefit from the surge of AI adoption in the market.
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White papers
Three investment ideas from earnings season
Quarterly earnings for most companies in the S&P 500 Index have exceeded expectations. Businesses continue to cut costs, pass on price increases to consumers and find new areas of growth.
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White papers
The Equity Breakdown: Parsing the Key Debate in Five Sectors
Five of our senior equity analysts weigh in on the crucial conversation in each of their sectors.
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Podcast
The Wonders of Japan’s Economy
In the last year, we saw Japanese equities led by Nikkei 225 and TOPIX gaining more than 30%. All while, the Bank of Japan raised interest rates for the first time in 17 years in March. With this active economic backdrop, what lies ahead for the Japanese market? How do geopolitical dynamics influence Japan? What should investors keep in mind when investing in this economy?
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White papers
Plastic circularity: why LOIM private equity?
In this Q&A, Christopher Tritten and Victoire Carous, co-leads of the Plastic Circularity strategy, explore the advantages of using private equity to invest in a lower-carbon circular model for plastics. From our investment goals to our established background in private equity and sustainability, we outline how this strategy finds value for investors.
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White papers
Meta shifts the narrative on dividends in the world of Big Tech
Meta’s dividend initiation this year appears to have changed the payout paradigm for Big Tech companies. Soon after, Alphabet and Salesforce followed suit, announcing dividends for the first time.
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White papers
Positives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
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White papers
Corporate Hybrids Take the World Stage
Why a predominantly European asset class is now growing in the U.S., creating new opportunities for seasoned investors.
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White papers
Do We Now Need to Worry About Stagflation?
We believe high nominal growth, peak rates and broadening earnings performance continue to underpin equity market performance.
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White papers
Healthcare Stocks: Testing the Vital Signs of Managed Care Providers
Questions are being asked about the US managed care industry, but some businesses are equipped to rise to the challenge.