All Equities articles – Page 8
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Is the economy in a late-cycle period?
Today’s unconventional economic context continues to confound investors. In this weekly installment of Simply put, we look to history as a guide for the markers defining a late cycle.
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Investing in climate change: Private markets key to real impact
Finding the investment opportunities that can most meaningfully contribute to the fight against climate change means understanding the vital role of private markets.
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Emerging Markets Insights: From BRICS to BRICS+
BRICS expansion: The BRICS summit in South Africa in August announced the expansion of the group to include potentially six new members in early 2024.
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CLO equity: Where does it fit in investor allocations?
Choosing the right “bucket” for CLO equity is critical for investors seeking to optimize portfolio allocations
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Equity markets frustrate both bulls and bears
Despite some wavering in May, global equity markets have generally remained resilient year-to-date. Most major indexes have held on to gains made in the first quarter of 2023, when markets overcame volatility driven by bank failures in the U.S. and Europe.
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Meet Sosteneo
Introducing Sosteneo Infrastructure Partners: A new affiliate within Generali Investments focused on clean energy infrastructure equity investing
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Diversifying + Defensive Equity Approaches
In times when downside risk may lie ahead, a combination of diversifying and defensive equity approaches can potentially improve the probability of achieving positive outcomes.
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Late-Summer Debates
A few key issues could disrupt investors’ peace and quiet as fall approaches in the Northern Hemisphere.
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Is now the time to consider allocating to US small- and mid-cap growth stocks?
Small- and mid-cap growth indexes today paint a compelling picture. Historically, small- and mid-cap growth equities have demonstrated return potential following bear market periods.
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Will the US equities rally continue?
The blue-chip S&P 500 index was up 3.1% in July. But stronger than expected US jobs data has added to speculation about future interest rate hikes.
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Navigating Generative AI? Consider a Framework
AI development is racing ahead. A thoughtful framework to making decisions and leveraging tools can help investors stay on course.
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The Short & Long of the AI Rally in Equities
AI is likely to have a major impact on economic productivity and corporate profitability, and—like previous technology paradigm shifts—will likely produce a long list of losers and a short, but growing, list of winners.
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How expensive is the US equity market?
Regardless of whether investors currently have a bearish or bullish view on equities, the big question concerns valuations. Our latest edition of Simply put considers whether US equities are prohibitively expensive at the moment.
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Are US small caps ready for the handoff from bear to bull?
Royce Investment Partners: Current fundamentals and history may be signaling a small-cap run.
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Why ESG Investors Should Look Beyond the Obvious Choices
Companies that are on course to overcome ESG controversies deserve closer attention from investors.
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Getting better all the time?
With improving CPIs, the mood music for investors might be sounding sweeter
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The illiquidity premium in private asset markets
Investing in private assets can lead to higher returns when compared to public markets, at least over the longer term. In this last of our three-part overview* on private asset investing drawn from our recent paper, we look at how private asset outperformance – the illiquidity premium – can be seen as compensating investors for their willingness to lock up capital for five to 15 years, the usual lifecycle of private equity and private debt investments.
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Concentration Consternation
The widening representation of large U.S. stocks in large-cap benchmarks has reduced the benchmarks’ diversification benefit. Investors may want to diversify and seek outperformance by allocating to mid- and small-caps.
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Across the Universe #2 - The Energy Transition
In this second edition of ‘Across the Universe’ devoted to the energy transition, Hervé Guez, CIO for Equity, Fixed Income and Socially Responsible Investment, Raphaël Lance, Head of Energy Transition Funds, and Marc Romano, Head of Impact Private Equity at Mirova, discuss the strategic role of investors in channelling financing towards innovation and solutions for the energy transition.
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Finding equity opportunities in the deforestation fight
Ending forest loss is a target climbing the policy agenda. As governments adopt regulations for deforestation-free products, companies face growing pressure to disclose supply-chain data, including the volumes and origin of commodities. We use case studies, sourced from the latest annual sustainability report for our Circular Economy equity strategy, to highlight both the challenges and opportunities this presents.