All Equities articles – Page 74
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It’s Technology (Not Trade), Stupid!
Why disruptive innovation drives populism more than globalization. Policymakers and investors need to think long and hard about the coming challenges from technology.
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Q2 2019 Brazil on the Rise
During the 2018 Presidential Election, Guedes established four priorities for the administration’s economic policy: 1) Responsible fiscal and monetary policy, 2) Reduced government presence in the economy, especially through privatization, 3) Greater integration with the global economy, and 4) Business-friendly reforms. Within the first year, the administration has delivered or substantially progressed on its promise in regards to economic reform.
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Thematic stocks – an alternative to mainstream global equities
Rolf Banz looks at why thematic equity investment may be a better way for investors to manage their global equity portfolio.
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What Do We Really Want From China? And What Can We Reasonably Expect?
Even an unexpected trade deal this week between the U.S. and China will not alter the trajectory of two alternate political, economic and social models coming to terms with each other as a fresh decade dawns.
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Cross Asset Investment Strategy - October 2019
Over the past few weeks markets have fluctuated between positive news around geopolitics (US-China trade talks, Italy and receding risks of no-deal Brexit) and not so good news around economic data (German recession, US manufacturing and Chinese slowdown). This led to a rebound in equities and a rise in core bond yields.
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Machine Learning Optimization Algorithms & Portfolio Allocation
Portfolio optimization emerged with the seminal paper of Markowitz (1952). The original mean-variance framework is appealing because it is very efficient from a computational point of view. However, it also has one well-established failing since it can lead to portfolios that are not optimal from a financial point of view (Michaud, 1989). Nevertheless, very few models have succeeded in providing a real alternative solution to the Markowitz model.
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Assessing Markets Where We Can Go On Offense
Global equities and bond yields are trending lower, and we maintain a relatively low-risk profile. But we’re always assessing where we can go on the offensive, and in this post we walk through our thinking on some of these opportunities.
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Amplified: weaving the SDG’s into investment processes
The UN Sustainable Development Goals (SDG’s) are a universal set of goals, targets and indicators for global development. They have been called a blueprint for changing the world – but how? By ending global poverty, safeguarding the planet and aiming for prosperity for all – all by 2030.
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Corporate Governance In Emerging Markets: Harnessing Winds Of Change
Companies getting serious about shareholder value spell opportunities for investors.
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Despite the rise of cross-border distribution, domestic funds continue to have a bright future
Unabated support and growth in Cross Border funds
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Strategic Relative Value – Q4 2019
A quarterly look at how macro events are driving relative value around the globe.
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September Macro Dashboard
Global leading indicators ticked up slightly in August, but remain in contraction territory. While global growth has slowed, risks are tilted to the downside. The mounting toll of higher trade costs, decreased investment and dwindling confidence are weighing on growth.
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Middle East North Africa Insight
Perspective From Franklin Templeton Emerging Markets Equity
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Low Touch Compression
Low Touch Compression is the next evolution in the compression process, delivering improved usability, user transparency and full automation together with API technology.
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Whitepaper: A Great Time to Be Agnostic?
CME Group recently collaborated with Pensions & Investments (P&I) to survey the attitudes and allocation preferences of today’s institutional investors, given the current market environment and the use of alternative investment strategies.
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Equities: Is it Time for Dividends to Come Back in Style?
In the latest episode of Streaming Income, Darryl Lucas, Head of Equity Income, provides insight into how the Barings team seeks to capitalize on the power of compounding dividends while aiming to lower risk in the process.
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Refining Risk Management for an Uncertain World
Investors are facing a strategic conundrum in a world of vast political, macroeconomic and market risks. In this environment, generating a better risk/return balance requires a deeper understanding of the sources of risk across asset classes and new data analysis techniques.
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Eight charts that explain the growing importance of China A-shares
More and more international investors are turning their attention to the increasingly important China A shares market. Here’s why.
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Cluster Analysis: Managing Risks You Didn’t Know You Had
From anthropology to politics, analysts in many fields have used cluster analysis to help decipher complex relationships for nearly 90 years. But investment firms are only beginning to discover the powerful applications for detecting unknown risks lurking in market behavior patterns.
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How do you invest in the global energy transition
Over the next 30 years, the world’s energy system will shift from one based on fossil fuels to one dominated by renewable electricity. We examine the investment opportunity.