Global Equities
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June, 2021
How long will the equity market resurgence continue?
Emma Powell, LAPF Investments. Emma Powell discusses the prospects for equity markets on both sides of the atlantic and concludes that investors should be considering companies with long-term earnings potential as well as those benefiting from the current low interest regime The lights are flashing green for equity markets in Europe and the US. ...
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June, 2021
Post pandemic era and reopening economies: a vaccine for value style
Stephen Hearle, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. Stephen Hearle of Nordea Asset Management UK looks at how the tide has started to turn for value-style with the most significant style rotation in decades The last four years witnessed a significant underperformance of value style versus growth, reaching ...
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June, 2021
Active managers and style performance
Martha Brindle, Director, Public Markets, bfinance. Weichen Ding, Senior Associate, Public Markets, bfinance. Martha Brindle and Weichen Ding of bfinance describe the different categories of equity management and consider the various factors affecting their performance Factors are back in focus, with many allocators reconsidering their exposure to ...
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June, 2021
The case for equally weighting stock positions in a portfolio
Ian Mortimer, Co-manager of the Guinness Global Equity Income Fund, Guinness Asset Management. Matthew Page, Co-manager of the Guinness Global Equity Income Fund, Guinness Asset Management. Ian Mortimer and Matthew Page of Guinness Asset Management summarise what they consider to be the significant advantages of having a concentrated, equally-weighted ...
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June, 2020
Values versus valuations
James Sparshott, Head of Local Authorities, Legal & General Investment Management. Iancu Daramus, Senior Sustainability Analyst, Investment Stewardship, Legal & General Investment Management. James Sparshott and Iancu Daramus of Legal & General Investment Management discuss how the financial materiality of ESG issues may encourage more LGPS funds to ...
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June, 2020
Global equity markets whipsaw but there may be opportunities
Emma Powell, LAPF Investments. Emma Powell considers the fluctuations in global equity markets and shares the views of some practitioners that, despite the current uncertainties, the importance of ESG considerations may boost investment opportunities In March, equity indices around the world entered bear market territory as investors braced for the ...
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June, 2020
No normal cycle, no normal recession
Laurence Taylor, Portfolio Specialist, Global Equities, T. Rowe Price. Laurence Taylor of T. Rowe Price identifies some implications, both short-term and long-term, of the Covid-19 pandemic and gives advice on managing a global equity portfolio in what will be the “new normal” The coronavirus continues to impact nearly every aspect of society. ...
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June, 2020
What role does ESG have in a global equity portfolio?
Stephen Hearle, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. Stephen Hearle of Nordea Asset Management UK explains how to evaluate the three ESG dimensions and assesses their respective effects on a company’s risk profile Global equities can be a volatile asset class. Faced with a multitude of factors – size and ...
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June, 2020
Harnessing investment themes to identify long-term returns
Paul Markham, Portfolio Manager, Equity Opportunities Team, Newton Investment Management. Paul Markham of Newton Investment Management describes how a thematic approach to investment can help identify investment ideas capable of adapting to a changing economic landscape The start of 2020 has been difficult for everyone as the global pandemic has taken ...
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June, 2020
Uncovering future quality in healthcare
Greig Bryson, Portfolio Manager – Global Equity Team, Nikko Asset Management. Greig Bryson of Nikko Asset Management highlights the investment opportunities provided by the firms developing new technologies that would make the lives of nurses, care givers and patients easier The ongoing public health and economic crises (and the political response ...
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