All Equities articles – Page 78
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News
Somerset hires replacement manager for UBS Asia-Pacific mandate
Local authority schemes finds replacement manager over year after dropping UBS for underperformance
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News
Greater Manchester appoints managers to £600m equity framework
£12.6bn local authority scheme names new firms, doubling number of potential external managers
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News
Norwegian oil fund to publish voting intentions from 2015
Government Pension Fund Global to publish intentions for ‘selected companies’
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News
Nordic pension funds lament reporting impact on asset allocation
Ilmarinen, SEB say quarterly reporting, short-term peer comparisons ‘detrimental’ to strategies
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News
ATP to boost real estate allocation with Danish, Northern European buys
Pension fund targets inflation-adjusted cashflows from prime real estate
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News
UK consultant tenders large-cap equity mandate using IPE-Quest
Client expresses preference for bottom-up, fundamental stock-picking approach
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Asset Class Reports
US Equities: Catching the technology wave
Joseph Mariathasan discusses where US technology companies sit in relation to a once-in-a-generation paradigm shift: the move from desktop to mobile and the cloud
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Asset Class Reports
US Equities: How deep is your value?
Martin Steward looks at three US quality-value strategies, two of which exemplify the difference between ‘deep’ and ‘relative’ value and one whose profile belies any stylistic categorisation
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Asset Class Reports
US Equities: Let’s get together
Joseph Mariathasan looks at trends in corporate activity in the US market
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Asset Class Reports
US Equities: No place like home
Joseph Mariathasan asks if the relative home bias of North American companies might be a shelter from the geopolitical and economic storms rattling international markets
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News
Denmark's LD awards equity mandates to Carnegie AM, Impax AM
Asset managers win Danish equities, environment and climate mandates
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Asset Class Reports
European Equities: What is Europe, exactly?
Investing in European equities sounds like a straightforward task. But as investors finally begin to look upon the region more favourably, Joseph Mariathasan finds that ‘investing in Europe’ can mean many different things
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Asset Class Reports
European Equities: Transition management
As the market-leading stocks and sectors begin to rotate, Martin Steward finds the top manager positions occupied by those value managers that have maintained pace with their quality peers over the past three years
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Asset Class Reports
Small & Mid-Cap Equities: Small companies, big valuations?
Joseph Mariathasan looks at small-caps around the world after a long period of outperformance, and finds plenty of reasons to believe that current valuations remain reasonable
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Asset Class Reports
Small & Mid-Cap Equities: Put on a smart cap
Charlotte Moore weighs up the arguments for a range of ways to access smaller companies – approaches that all agree with common sense, but not always with one another
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Asset Class Reports
Small & Mid-Cap Equities: The cycle turns
Dispersion among the top-performing European small-cap managers could split along ‘quality growth’ versus ‘quality value’, writes Martin Steward
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Asset Class Reports
Small & Mid-Cap Equities: Europe’s modest world-beaters
Cedric Durant des Aulnois argues that small-cap investors do not have to compromise on quality – and they can now also get it cheaper
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Asset Class ReportsEmerging Market Equities: The dragon awakes
Joseph Mariathasan examines China’s Third Plenum, which some are hailing as a watershed towards a market-led economy
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Asset Class ReportsEmerging market equities – Buyers’ strike?
Cracks may be appearing in the great emerging consumer story. Martin Steward speaks to three managers that have scaled this edifice and offer different perspectives on whether it is time to jump off
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Asset Class ReportsEmerging Market Equities: India turns a corner
Joseph Mariathasan finds that political and central bank governance could be at a positive turning point in India, as could corporate governance at company level
