Equities
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August, 2016
What now for equities?
Matthew Craig, LAPF Investments. Equities are a key asset class for pension funds looking for long-term growth, but their role may be changing as investors become more defensive The change in investors’ use of equities can be seen as the investment pendulum swinging back and forth over many years. In the UK, George Ross Goodey, an actuary who ran ...
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August, 2016
Intelligent capital allocation – an overlooked concept in investing
Stephen Way, Senior Vice-President and Portfolio Manager, AGF Investments Inc. Stephen Way of AGF Investments outlines the importance of investing in firms that understand the importance of their capital allocation decisions We believe capital allocation is the most critical way company management teams add (or destroy) value for shareholders. This ...
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August, 2016
Emerging markets – the next opportunity
Mike Jennings, Investment Strategist, TT International. Emerging markets have flattered to deceive in recent times. Mike Jennings of TT International outlines why the tide may have finally turned for investors in the sector Once the growth darlings of the investment community, emerging market equities have languished for many years. Indeed for the ...
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August, 2016
How passive are your active investments?
Danny Nicholas, Client Portfolio Manager, Harris Associates. Sometimes seemly active strategies may end up as little more than expensive index trackers. Danny Nicholas of Harris Associates outlines the importance of using strategies that are either truly active or truly passive As we settled in to watch the most talented athletes across the globe ...
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August, 2016
Long-term value to be found in emerging markets
Matthew Vaight, Global Emerging Markets Fund Manager, M&G Investments. Matthew Vaight of M&G Investments explains why he believes investing in Emerging Markets can provide access to a vast universe of exciting companies that offer potential for long-term capital growth while helping to create a diversified investment portfolio There is no single ...
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December, 2015
Uncertainty abounds in equities
Matthew Craig, LAPF Investments. Changing market conditions and moves towards asset pooling in the LGPS are creating challenges for equity investors. Matthew Craig investigates Equity investments are a cornerstone of the portfolios of most local authority pension funds, but investors are constantly tinkering under the bonnet, just as a car mechanic ...
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December, 2015
Factor investing: smarter than beta
Alexander Davey, Director, Senior Product Specialist, HSBC Global Asset Management. Stephen Tong, Director, Senior Equity Product Specialist, HSBC Global Asset Management. The interest in factor-based investing has been a key driver in the popularity of smart beta strategies. Alexander Davey and Stephen Tong of HSBC Global Asset Management look at ...
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December, 2015
Beware convention – equities and risk in context
Julian Bishop, Global Thematic Equities Analyst, Sarasin & Partners. Julian Bishop of Sarasin & Partners explains the dangers inherent in current methods of assessing the varying risk profiles of equities and proposes a different approach There are many aphorisms in the world of finance, which are casually repeated without thought. The maxim that ...
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December, 2015
“Systematic alpha” in emerging markets: a true alternative to simply active or passive
Timothy Atwill, Head of Investment Strategy, Parametric Portfolio Associates. Timothy Atwill of Parametric Portfolio Associates - a majority owned subsidiary of Eaton Vance - discusses the benefits of "Systematic alpha" and its application to emerging markets The emerging market equity asset class has seen great growth over the last 25 years, as ...
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April, 2013
Multiple challenges set to characterise equity markets
Nick Clay, Investment Manager of Global Equities, Newton Investment Management. Prolonged low interest rates and continuing difficult economic conditions provide the opportunity for dividend yield to provide much-needed comfort for investors. Nick Clay of Newton, a BNY Mellon company, tells us more. We continue to believe that world equity markets will ...
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