Equities
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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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April, 2013
Active on the equities front
Simon Brazier, Head of UK Equities, Threadneedle Investments. Simon Brazier of Threadneedle on how fluctuations in market conditions can provide growth opportunities for active investment managers. For the last 12 years equities have struggled to regain the peak seen at the height of the technology bubble in 2000, despite the steady growth in corporate ...
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April, 2013
Driven by dividends
Piers Hillier, Head of Overseas Equities, Kames Capital. Piers Hillier of Kames Capital explains why a global equity income approach is attractive for pension funds. I can think of few investments better suited to a pension fund than to profit from the powerful compounding effect of reinvested dividends. This can be achieved by investing in a portfolio ...
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April, 2013
Running the winners and cutting the losers
Gianmarco Mondani, Investment Director for Non-Directional Equity, GAM. Gianmarco Mondani, GAM’s investment director for non-directional equity, explains how earnings revisions can be used to generate sustainable alpha. Although the world’s global economic problems appear to have eased for the time being, long-term solutions remain evasive – ...
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April, 2013
Cherry picking season
Henry Boucher, Partner, Sarasin. Achieving good returns from equities may need more than a favourable economic tide. Henry Boucher of Sarasin discusses the benefits of using a thematic approach to find investment opportunities. Five years of zero interest rates, trillions in asset purchases, unlimited lending facilities for banks and a commitment to ...
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