All Equities articles – Page 79
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Asset Class ReportsEmerging Market Equities: Sailing into headwinds
Top-down forces have been buffeting emerging markets for some years now, exacerbated by the threat of Fed ‘tapering’ in 2013. But Joseph Mariathasan finds these forces translating into stock-market performance and portfolio strategies in complex, often unexpected ways
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Asset Class ReportsEmerging Market Equities: Wild frontiers
David Turner finds that illiquidity, political and ESG risks all conspire to put a limit on pension fund allocations to the high-growth potential of frontier markets
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News
BlackRock sees low rates and possible EM comeback for 2014
Equity bull market can continue on the back of earnings growth
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Asset Class Reports
Global Equities: Eye of the beholder
Joseph Mariathasan looks into the debate around how best to calculate the fundamental value of companies and markets
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Asset Class Reports
Global Equities: Winners and losers
European equities are not only about to benefit from some catch-up in the profitability stakes.
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Asset Class Reports
Global Equities: Value gets volatile
Diverging 2013 performance shows Martin Steward that injecting cyclicality and value has increased volatility and downside
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News
Norway oil fund becomes active investor, joins Volvo nominating committee
NORWAY – Strategy shift announced as fund reveals quarterly returns of 5.4%, boosted by equities.
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Asset Class Reports
US Equities: Too big to grow?
No company can grow its earnings forever, but drawing the ‘ex-growth’ line is almost impossible. Joseph Mariathasan delineates the characteristics of pro-growth mega-caps from the US equity market
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Asset Class Reports
US Equities: It’s a gas
The hydraulic fracturing revolution could re-shape the US economy – and US equity portfolios with it, writes Joseph Mariathasan
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Asset Class Reports
US Equities: Growth – but at what price?
US equity managers’ performance has been determined by a long period of convergence between value and growth strategies. Martin Steward outlines these characteristics in four portfolios and asks if this era is coming to an end
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Asset Class Reports
European Equities: Debating ‘quality’
Martin Steward finds three strategies, each with impressive longevity, illustrating three very different interpretations of ‘quality’ in European equities
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Asset Class Reports
European Equities: Is there value in the periphery?
The most troubled countries in Europe appear to be turning a corner. Joseph Mariathasan looks at the opportunities in their equity markets, and asks if investors should go for quality or the more abundant domestic-focused and cyclical stocks
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Asset Class Reports
Small & Mid-Cap Equities: Hungry, growing, focused
In a world obsessed with the safe havens of multi-national mega-cap cash machines, Joseph Mariathasan revisits the case for smaller companies
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Asset Class Reports
Small & Mid-Cap Equities: So many stocks, so little time
Joseph Mariathasan considers the resource demands inherent in making the compelling global small-cap opportunity manageable
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Asset Class Reports
Small & Mid-Cap Equities: Punching above their weight
Martin Steward takes a tour of some world-beating European companies with four leading small-caps managers
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Asset Class Reports
Emerging & frontier equities – The private market complement
Mark Mobius outlines why private equity is different in emerging markets from in developed – but also different from your existing public emerging markets exposure
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Asset Class Reports
Emerging & frontier equities – A turn in the cycle
There is a tussle between ‘quality’ and cyclicality among the top strategies in emerging market equities. Martin Steward looks at how three portfolios are shaping up for a possible turn in risk appetite
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Asset Class Reports
Emerging & frontier equities – Tactical and strategic
As slowing growth depresses emerging market valuations, Joseph Mariathasan argues that this might be the time to adjust strategically for the new, long-term growth and risk paradigms
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Asset Class Reports
Emerging & frontier equities – The great melt-up
Capital flows into emerging markets suggest that valuations could be about to end their two-year slumber, argues Michael J Howell
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News
€1.5bn pension fund for dentists to divest one-third of equities
NETHERLANDS – Scale of equity holdings posed ‘considerable risk’ to scheme, study shows.
