All Equities articles – Page 98
-
White papersUS Equity Downturn Fears Deserve Attention
Even amid the midsummer lull, more investors are hunkering down and preparing for a potential correction. As the S&P 500 Index continues its relentless grind higher, we think it’s worth considering proactive steps for a change in the environment.
-
White papersFactor Fitness: Understanding Equity Exposures
Equity factors are increasingly used by investors to help guide their portfolio allocations. So it’s important to have a good grasp of what factors are and how they perform through an economic cycle, in order to invest effectively.
-
White papersSouth Korean equities shrug off concerns
A myriad of anxieties has failed to stem this year’s KOSPI surge and now investors are encouraged by a reform-minded new president.
-
White papersFive reasons to hold technology stocks
Technology breakthroughs herald a new era in the way we live, work and relate to each other.
-
White papersStrategic Relative Value: Q3 2017
A quarterly look at how macro events are driving relative value around the globe.
-
White papersIs a US Equity Correction Overdue?
US equity markets continue to march upward, fueling fears of a correction. History suggests that a downturn is overdue. So how should investors prepare?
-
White papersUS Banks: Ready to Emerge from the Storm?
After weathering the global financial crisis and an era of heavy regulation, the US banking sector has gotten what looks to be a clean bill of health. We think this opens a lot of possibilities for equity investors.
-
White papersValuations and Volatility Test Equity Investors
It’s been a really good year for equities so far. Paradoxically, this is sowing the seeds of anxiety. Valuations are higher, so people are worried about a correction. Subdued volatility has stoked fears of renewed turbulence.
-
-
White papers
Stockpicking without subjectivity
After the great financial crisis of 2008, the US economy evolved through both remedial and recovery phases, and is now advancing into a new era.
-
White papers
Harvesting Value with Sector Rotation
Through time sector performance varies due to natural market conditions that ebb and flow. Sector performances are often uncorrelated, meaning an investment strategy that chooses strong performing sectors in the right market conditions becomes attractive.
-
White papers
Generating social alpha without sacrificing investment returns
In recent years, European investor engagement with Responsible Investment (RI) has gathered momentum and impact investment has soared in popularity as European investors come to consider the effects of their invested capital more deeply.
-
White papersGrowth Spurt for Active Managers
US growth stocks surged in the first half of 2017, fueled by mega-cap technology companies. Active managers of growth portfolios have done especially well, reinforcing the case for stock-picking strategies.
-
White papersDefying Disruption: Three Ways to Profit
Disruptive forces are wreaking havoc across the global business world. But not all disruption is fatal. Lots of companies are facing the threat—and thriving. We think they deserve more credit than investors are giving them.
-
White papersExploring Routes to China After MSCI A-Shares Move
MSCI has announced that China A-shares will be included in its emerging-market (EM) index next year, as we anticipated. Now, global equity investors need to consider how to access the vast universe of stocks traded onshore in China.
-
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.
-
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
-
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.
-
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.
-
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.
