Equities
Equity sectors: The best form of defence
1 March 2012
If you must hold equities, during volatile times it pays to be invested in the ‘safest’ businesses. But Martin Steward finds a changing world challenging old assumptions about which sectors contain...
Global equities: maintain concentration
27 January 2012
Perhaps surprisingly, Joseph Mariathasan finds that well-managed active risk has paid off for global equity funds over recent years.
RCM fund managers re-assess China
8 May 2011
Mark Konyn, CEO of RCM Asia Pacific, talks to IPA's Barbara Ottawa at the Asia conference that Allianz Global Investors holds in Berlin every year.
In search of consistency
5 March 2011
BlackRock’s emerging markets strategy is a mix of systematic trading insights and seasoned investment judgement.
Global Equity: Rediscovering dividends
3 January 2011
by Joseph Mariathasan - Investors were hugely disappointed by the performance of stock markets over the past decade. Joseph Mariathasan explains why they should refocus on dividends
Japan - An abundance of stock and plenty of value
29 September 2010
The existence of a vast number of investible stocks in the small and mic-cap space is one of the key aspects for investors looking for opportunity in Japanese equities
Asia’s markets continue to drive the world
17 June 2010
Asia’s economies are leading the way, forcing international investors to reconsider their overall cautious stance towards emerging equities.
Getting the global mix right
30 January 2009
The changing dynamics of global stock market activity has resulted in a shift in emphasis for global equity managers. Richard Newell assesses the implications for investors.
Emerging Markets: A 20-year Perspective
26 January 2009
Remy Briand and Madhusudan Subramanian of MSCI provide this historical perspective on how far the emerging markets have come in 20 years
China - time for a bounce back
26 January 2009
With the market in the midst of a deep bear market, investors are naturally wondering whether A-shares are finally a ‘buy’ again.
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