All Asset Class Reports articles – Page 11
-
Asset Class ReportsThe small-cap conundrum
Academic studies have cast doubt on the existence of a premium for investing in small-cap stocks
-
Asset Class ReportsSmall & mid-cap equities: Public or private markets?
Public markets are shrinking while private markets are attracting huge amounts of capital. But it is still not clear which is the better bet
-
Asset Class Reports
Emerging market equities: ESG in Latin America
An anti-corruption drive by Latin American companies is creating opportunities for responsible investors
-
Asset Class Reports
Trade war: The silver lining in the clouds of trade war
Smaller emerging market players could benefit from the US-China trade war
-
Asset Class Reports
Defining the EM universe
A rising number of wealthy developed countries are still considered emerging market economies. Does this make sense?
-
Asset Class ReportsAre the FAANGs losing their bite?
Growth has slowed in the maturing US tech sector but deep-value investors are showing more interest in the stocks
-
Asset Class ReportsPowerful currents transforming energy
Rapidly improving renewable energy technologies and global warming concerns are fuelling radical changes in the US energy sector
-
Asset Class ReportsUS equities: Past, present and future
Are US equity valuations in bubble territory?
-
Asset Class ReportsTrade war minefield for investors
High-quality companies are most likely to withstand the ravages of a prolonged US-China trade war
-
Asset Class ReportsGovernment Bonds - Euro-zone: Turning Japanese
The euro-zone appears to be in a low-growth liquidity trap redolent of Japan
-
Asset Class ReportsUS Treasuries – still safe?
Rising US government debt levels are posing a conundrum for bond investors
-
Asset Class ReportsCryptocurrencies: A match made in heaven – or hell
Cryptocurrencies could offer handsome returns to hedge funds. Or they could be a disaster
-
Asset Class Reports
Hedge Funds - Technology: The next generation
Advances in artificial technology and computing power are opening paths to new hedge funds strategies
-
Asset Class ReportsEuropean Equities - Auto sector: Rough road ahead
Europe’s automotive industry faces global challenges ranging from emissions standards to trade disputes and radical transformation of the industry
-
Asset Class ReportsBrexit: Deal or no deal
Brexit uncertainties are making stockpicking a difficult task
-
Asset Class ReportsInnovation is key for pharma
Europe’s pharmaceuticals sector must be innovative to stay ahead of global rivals
-
Asset Class ReportsInvestment Grade Credit: Veering between extremes
Capital markets are fluctuating between optimism and pessimism
-
Asset Class ReportsRatings: When corporates can trump sovereigns
Several factors can place corporate credit ratings higher than that of the domicile country
-
Asset Class ReportsIssuance: Down but not out
The huge growth of BBB-rated credits in the investment-grade sector has raised some concern but there are opportunities for investors
-
Asset Class ReportsAsset allocation: Opportunities abound despite volatility
The many uncertainties on the global stage might not be bad news for everyone




