All Equities articles – Page 86
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Going 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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What 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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Managing 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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Equity 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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Private 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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Reinforcing 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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The 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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Emerging 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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Emerging 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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Global 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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Ten 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.
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Emerging Markets Are at the Forefront of a Changing World
Emerging markets (EMs) continued their rally and sustained strong outperformance compared to developed markets (DMs) in 2017. We believe this momentum will continue into 2018 despite potential economic and political headwinds in the year ahead.
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Is a pivotal change in the Chinese economy hiding in plain site?
With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.
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Value Investing - A Contrarian Bet Within European equities
When investors structure and diversify their equity portfolios, a key reference is the value/growth style framework that has dominated the fund industry for decades. Once target allocations are set, investors then select the funds offering the most appropriate risk and reward characteristics. When investors evaluate individual funds, it is only natural that one consideration is historical performance against a benchmark or a peer group, where funds are compared to others with a similar style.
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Emerging markets: can diversification protect against contagion?
A central theory for any investor is that diversification should serve to reduce risk.
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It's good to be small in Europe
The lure of higher prospective returns has attracted investors to private equity. But are they looking in the right places?
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NAFTA renegotiations risk and main implications for investors
The North American Free Trade Agreement (NAFTA) is a trilateral pact between the U.S., Canada and Mexico that has been in force since 1994. Negotiations to revamp and modernize it, requested by the U.S., started in August 2017 and are now encountering some issues.
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Emerging Markets: How to unlock the next wave of returns
After years of buoyant market conditions that have driven strong market performance across the board, investors are questioning for how long this “Goldilocks” regime can last and which investment areas will continue to offer opportunities in the near future.
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Market sell-off requires more emphasis on diversification
Market sell-off. After more than a year without a significant correction, equity markets declined as interest rates moved sharply higher due to concerns that inflation may be rising.