All Equities articles – Page 87
-
White papersWhitepaper: 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.
-
White papers
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.
-
White papersRefining 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.
-
White papersCluster 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.
-
White papersTrade War Escalation And Impact On World Trade And Economic Growth
Trade tensions re-escalated during the summer. Starting on 1 September, the US Administration introduced new tariffs and China retaliated simultaneously. More tariffs are likely from the US side, including an increase in tariffs already in place from 25% to 30% and new tariffs on the last tranche of imported goods from China. Concerning extra-tariffs measures, in August the temporary licences granted to US companies to operate with Huawei were extended upon their expiration but, so far, with no additional structural guidance.
-
White papersRisk Factors, Macroeconomic Context And Forecasts - September 2019
Financial markets have been rattled in the past weeks over escalating trade war between the US and China as both imposed tariffs and counter-tariffs on imports. Idiosyncratic risks stories in countries such as Argentina resurfaced, the UK’s parliament was suspended over Brexit chaos and Italy witnessed a political crisis of its own, although a government seems in sight now.
-
White papersView on Italy: beyond the short term
The end of the political crisis and next steps for the new government: The new pro-European government looks to be willing to move in a different direction vs the previous one, with an agenda focused on green and socially inclusive policies. It is difficult to project how long this new coalition will last, but it will certainly have to address the next budget law. We expect to see some expansionary measures (lower labour costs plus investment spending), but without putting public finances at risk. However, the available room for manoeuvre is narrow.
-
White papersHermes SDG Engagement Equity Fund - H1 2019 report
The Hermes SDG Engagement Equity Fund targets investment outperformance and social and environmental impacts that help deliver the Sustainable Development Goals (SDGs). What progress did we achieve through our engagements in the first half of 2019?
-
White papersBritain’s Most Likely Destination
It Won’t Become Some Sort of Hermit Kingdom in the North Sea.
-
White papersBullish on Tech—Especially Outside the Tech Sector
When thinking about technology, asset managers and asset owners have similar concerns and opportunities—both when investing in it and applying it. We must understand that technology is less about technology stocks and more about the way disruption affects corporate performance. And we must address the implications of technology for our businesses.
-
White papersAnnual Impact Report, 2018
In December 2017, we launched the Hermes Impact Opportunities Fund – a high-conviction global equity strategy with a bold objective. It aims to generate long-term outperformance by investing in companies succeeding in their core purpose: to generate value by creating positive and sustainable change that addresses the underserved needs of society and the environment.
-
White papersIs short-term noise masking a long-term opportunity in EM Equities?
Emerging markets (EMs) are in the headlines on a regular basis—both with positive and negative news flow—but rarely do we hear the whole story.
-
White papersDomestic focus to exploit Emerging Markets equity opportunities
The emerging markets (EM) universe has experienced significant changes in the last decade with the further addition of investible countries (i.e. China A shares in 2018).
-
White papersAsset Class Return Forecasts - Q3 - 2019
We expect economic growth to evolve around potential for most developed economies in 2020. It could subsequently decrease below potential in 2021 driven by a deteriorating cyclical environment and still anaemic global trade. Nevertheless, growth should stay in positive territory.
-
White papersEmerging Markets Charts & Views - Q3 2019
The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment for Emerging Markets (EM) assets. On the risks side, trade disputes appear to be softening as we approach the US presidential campaign. But the existing tariffs are weighing on the corporate earnings, with mixed prospects across regions as some countries are also benefitting from a restructuring of the global supply chain.
-
White papersThree Ways to Manage Liquidity Risk in Bond Markets
Liquidity risk has grabbed headlines recently after several high-profile funds imploded. The hunt is on to find ways to manage liquidity risk and protect portfolios against further setbacks—but not all investors will be up to the task.
-
White papersEuropean Smaller Companies: An Evergreen Growth Opportunity
In this Q&A, Nick Williams, Barings’ Head of Small Cap Equities, discusses the opportunities his team is seeing in the current environment, and explains why an active approach, combined with rigorous, bottom-up stock selection, is key to identifying high-quality companies.
-
White papersSalesforce: investing in a low-carbon future
Salesforce has cut its net greenhouse gas emissions to zero and delivered a carbon-neutral cloud. The company has attractive fundamentals and looks well placed to retain its position as one of the leading cloud-computing platforms.
-
White papers2019 midyear outlook - Expect a tougher climb
Trade and other geopolitical issues are heating up. Economic growth is looking more uncertain and market volatility rising. Expect a tougher climb in 2019.
-
White papersRussian ecommerce: a moonshot moment?
During a recent research trip to Russia, we confirmed our view that the nation’s ecommerce industry is a rare gem within the troubled wider economy. As Russia’s economic growth flags and protests become more frequent, we consider whether President Vladimir Putin’s ambitious “National Projects” spending program will manage to boost innovation – particularly in digitisation – and inject life into the Russian economy.
