All Equities articles – Page 9
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White papers
Impact Opportunities Equity, Q1 2024
Financial inclusion is an essential part of ‘building back better’; not just as a moral imperative but as a significant economic opportunity which offers real benefits for society as a whole. In our latest quarterly report, the team highlight several companies breaking down the barriers to accessible and affordable finance.
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White papers
Sustainable Global Equity Report, 2023
While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. In this report, the Sustainable Global Equity team explain why the life sciences industry is well positioned to benefit from structural trends.
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White papers
China: The unloved trade
Whisper it quietly but, despite a sea of negative sentiment, equities in the world’s second largest economy have held their ground in recent months. Could the contrarians be onto something?
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Video
Meet the Manager: Henry Biddle
In our latest instalment of ‘Meet the Manager’, Henry Biddle, Portfolio Manager on the Sustainable Global Equity and US SMID Equity strategies, explains what he loves about his job, why he considers himself a quality investor, and the one thing that would make him check his inbox on holiday.
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The Changing Asian Landscape: Japan Enters a New Era
We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.
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Broaden Your Investment Horizons
It may be time to look beyond the U.S. for equity market performance, especially if early signs of a cyclical economic recovery persist.
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Breadth and Balance
The economic outlook may have improved, but large parts of the credit and equity markets are fully valued.
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White papers
Equity Market Outlook 2Q 2024
Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets.
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White papers
The Long View: Four megatrends to watch
Innovation is not just a buzzword — it is the lifeblood of investment success. It fuels growth, drives competitiveness and shapes the future of companies. But while innovation is essential, not all emerging trends are created equal.
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White papers
Rotations at play in equity markets
In 2024, the equity rally has weakened in the tech heavy Nasdaq Index which was the leader last year, now in favour of other regions. Large cap companies in the Eurozone and Japan posted double digit returns in Q1.
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White papers
Global Investment Views - April 2024
A resilient US economy (owing to consumption and wealth effects) and strong earnings expectations for the year are driving the recent upside in equities and increase in yields. Now, the big questions are whether this can continue given the already strong market movements, and whether these earnings expectations are credible?
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Video
Emerging Markets: Q1 CIO Update
Chief Investment Officer Sean Taylor provides a Q1 update on emerging markets, a regional outlook on how some countries are doing, and his thoughts on AI’s impact in Asia.
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Podcast
Outerblue Convictions – Global Investment Views: The late-cycle environment continues to play out
Recent weeks have seen gains in the Magnificent Seven with rallies spreading across other sectors and US and European equities setting record highs. But how much longer can the equity markets keep rising and what has been driving this climb? Giulio Lombardo and Monica Defend, Head of Amundi Investment Institute, take a closer look at the reasons behind this upsurge and whether we should expect a reversal soon.
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White papers
Q1 2024 CIO Review and Outlook
CIO Sean Taylor says macro uncertainty may moderate in the coming months, placing greater importance on active investing for generating alpha in emerging markets.
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White papers
SDG Engagement Equity: 2023 Annual Report
In 2023, the SDG Engagement Equity Strategy had its second-best year in terms of overall return and its best year of relative performance.
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White papers
Neuberger Berman Private Markets Q4 2023 Preliminary Valuation Summary and Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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White papers
Opportunity in the Undercapitalized World of Private Equity Secondaries
While an increasing volume of GP-led transactions is being brought to the market, there is an acute shortage of capital—providing an attractive and likely lasting opportunity for experienced investors.
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White papers
The year of EM elections
Analysis suggests that while fiscal and monetary policy tend to ease moderately during election years, there has been little broader impact on underlying macroeconomic trends.
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White papers
China: bottom-up opportunity as the macro picture slowly improves
While the top-down story has challenges, the notion that China is ‘uninvestable’ is in our view misinformed. We believe company-specific opportunities can be found by looking at trade, value for money and capital return.
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White papers
Dispelling 3 myths about the small-size effect in equities
As a factor, size is widely understood by equity investors and is often a feature of portfolio construction. With mega caps continuing to dominate market returns, we assess the track record of the small-size factor and dispel three myths that challenge its relevance in today’s environment.