All Equities articles – Page 89
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White papersEvidence Supports Active Equities in Emerging Markets
Passive investing strategies continue to attract big money. But think carefully before choosing to track a benchmark in emerging markets (EM). Active managers offer several clear benefits for equity investors in the developing world.
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White papersRising Above the Healthcare Hubbub
Healthcare continues to generate political controversy. So should investors stay away? Absolutely not. What’s important is to target companies that are positioned to deliver long-term growth no matter what happens to the US healthcare system
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White papersHas the Climate Changed for Sustainable Investing?
What impact will the US withdrawal from the Paris climate accord have on environmentally focused investing? We think not much. The momentum behind green innovation looks all but unstoppable, galvanized by powerful economics.
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White papersThree Emerging Opportunities (Almost) Nobody’s Talking About
Emerging equity markets are rich in possibilities for globetrotting investors. But great investments are often where you least expect to find them. Here are three themes we think deserve a bigger spotlight.
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White papersUS Corporate Cash: A Repatriation Reality Check
If US companies can be induced to bring their huge piles of foreign cash onshore, will that spur hiring and turbocharge the economy? Don’t count on it. But shareholders may still reap benefits.
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White papersConvertible Securities: A Compelling Diversifier in an Environment of Economic Growth
John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer of Calamos Investments
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White papersConversations with Investment Managers - Futures versus ETFs
Aite, an independent research firm, put together an in-depth report on whether to trade futures or ETFs to replicate S&P 500 returns and other U.S. stock market performance.
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White papersTechnology and retirement: Shifting opportunities
Technology has made it possible for us to live better, longer, more meaningful lives. And that’s cause for great optimism and positivity.
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White papersA broad range of ETFs to capture the potential of European equities
Improving macroeconomic indicators & attractive valuations: all signs seem to point toward the European equity market picking up in 2017.
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White papersPositioning Value in Portfolio Construction
Risk factors and their relationship with different macroeconomic environments are well understood. But in recent years these factors have not behaved as expected.
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White papersNavigating MiFID II: Winning in the new regulatory environment
With only eight months until the Markets in Financial Instruments Directive (MiFID II) comes into effect on 3 January 2018, everyone across the industry has their heads down working hard on solutions to the challenges and opportunities presented by the new regulation.
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White papersAre Europe’s dog days over?
Boasting a broadly improving macroeconomic environment, the prospects for Europe are on the turn. What’s more, the investment case for the region is too good to ignore, explains Ian Ormiston, manager of the Old Mutual Europe (ex UK) Smaller Companies Fund.
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White papersCross Asset Investment Strategy: March 2017
This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.
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White papers2017 Emerging Markets Outlook
On balance, our outlook for emerging markets in 2017 is optimistic, and we are off to a good start, with emerging markets outperforming developed markets in 2017.
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White papersActive management can add big value in small-cap equities
While the value and effectiveness of active management has been debated among investors, consultants, advisors, and academics for some time, the growth and expansion of passive investment options including index funds and exchange-traded funds (ETFs) over the past decade has added a new twist to the discussion.
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White papersEurope: the scene is set for an(other) historic year
The rise of the populist vote will continue to dominate the political agenda in 2017 as we see elections across Europe. The risks and uncertainty involved in these votes is far more material than it has been in recent cycles.
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White papersAmundi Outlook 2017
As we enter 2017, we would like to take a step back and reflect on the evolution on the macro-financial system in which we operate.
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White papersThe Big Picture: A Cost Comparison of S&P Select Sector Futures and ETFs
This report compares the all-in cost of replicating S&P Select Sector exposure via futures and ETFs across four common investment scenarios.
