All Equities articles – Page 82
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White papersGlobal Investment Views: June 2018
We have entered into a regime of diminished returns. Sensitivity to news flow is, and will continue to be, very high, as markets try to adjust to new financial and economic conditions.
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White papersShould risk controlled equity be seen as a smart beta?
According to the Financial Times lexicon, “Smart beta strategies attempt to deliver a better risk and return trade off than traditional market cap weighted indices”.
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White papersThe case for stand-alone investment in Indian equities
We believe investors should increasingly consider India as a separate equity allocation, rather than being part of a broader regional or emerging market allocation.
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White papersItaly on watch list
Political uncertainty in Italy remains high. The probability of a Government formed between the 5Star Movement (M5S) and the League (the most voted party in the centre right coalition) has increased in recent days, but the process of government formation is not straightforward.
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White papersFacebook Scrutiny Raises Questions About Tech Giants
As Facebook’s market capitalization has tumbled by $60 billion over two days, investors have refocused on the gargantuan proportions of US mega-cap stocks.
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White papersDebt, Tech and Trade Wars Cloud the Investment Horizon
Global equities posted their first quarterly decline in two years during a volatile first quarter.
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White papersClimbing the wall of worry: why this is the most miserable bull market we’ve ever had
We are nine years into the equities bull market, in what has been a remarkable period for investors.
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White papersVolatility Returns: Phase Transition in Equities
Volatility has returned to equities in a big way after a rather placid 2017.
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White papersGICS Reclassification: Assessing the Impact on Emerging Market Investors
The recent announcement by MSCI and S&P of a review of the Global Industry Classification Standard (GICS) will lead to a significant reduction of the IT weighting in the index.
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White papersGoing global with a consistent small cap strategy
‘Big is best’ is not an adage that we subscribe to with the Threadneedle Global Smaller Companies strategy: we concentrate on high-quality growing companies that we believe are undervalued by the market – and we do so on a global scale.
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White papersWhat is the point of the equity market?
The number of listed companies has collapsed in many parts of the world as companies increasingly reject public markets. This has serious implications.
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White papersManaging currency risk in equity portfolios
This report shows how equity index futures provide a more flexible alternative than cash equity products for managing foreign exchange risks.
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White papersEquity Index Futures vs. ETFs Total Cost Analysis Tool
This tool is designed to analyze the all-in costs of replicating the S&P 500 by trading equity index futures versus exchange-traded funds.
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White papersPrivate Infrastructure: Building blocks for customizing portfolio risk and return
Private infrastructure investments offer institutions greater flexibility in customizing portfolios to achieve a desired risk-return profile.
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White papersReinforcing portfolio foundations with public infrastructure
Infrastructure public equity has distinct characteristics that can reinforce institutional portfolios. This asset class offers the potential for higher yield and total return, combined with lower volatility, compared with traditional global equity.
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White papersThe Big Picture: A Cost Comparison of Futures and ETFs
Analyse the potential cost advantages of E-mini S&P futures as they pertain to your specific investment scenarios.
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White papersEmerging markets: From ‘why’ to ‘where in emerging markets’
Over the years, we have repeatedly made the case for a direct allocation to emerging markets, as they are underrepresented in major global indices and under-researched by the world’s investors.
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White papersEmerging Markets: how to unlock the next wave of returns
The recent increase in stock market volatility raised awareness among investors regarding the vulnerabilities in financial markets created by market complacency and associated with the extended phase of exceptional central bank monetary stimulus.
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White papersGlobal Investment Views: April 2018
While still benefitting from a global synchronised growth outlook (likely peaking), financial markets are getting nervous, experiencing the fatigue of a more mature phase with new sources of volatility arising.
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White papersTen key questions on recent US protectionist measures
On March 22, President Trump announced a new round of tariffs on around $50bln of Chinese imports (leaving Europe off for now) and China unveiled tariffs on $3bln of US imports. This adds to the measures announced on March 8, when US President Trump signed an order that imposes tariffs on imported steel (25%) and aluminum (10%), effective on March 23.
