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  • China – green shoots of market stabilisation
    Roger Merz and Thomas Schaffner of Vontobel Asset Management look at the outlook for active investors in China’s equity markets,...
    		 Roger Merz
    Head of mtx Portfolio Management
    Vontobel Asset Management
    		Thomas Schaffner
    Portfolio Manager
    Vontobel Asset Managemen
    June 1, 2022
    Focus
  • Simplicity wins: How most conventional asset classes have outpaced inflation
    Mamdouh Medhat at Dimensional Fund Advisors discusses the findings of a study of 23 US assets over a 93-year period...
    		 Mamdouh Medhat
    Senior Researcher
    Dimensional Fund Advisors
    June 1, 2022
    Focus
  • The outlook for global equities
    Pádraig Floyd examines the outlook for global equities in an era of volatile global economics, and finds several reasons for...
    		 Pádraig Floyd

    LAPF Investments
    June 1, 2022
    Focus
  • How long will the equity market resurgence continue?
    Emma Powell discusses the prospects for equity markets on both sides of the atlantic and concludes that investors should be...
    		 Emma Powell
    LAPF Investments
    June 1, 2021
    Focus
  • Post pandemic era and reopening economies: a vaccine for value style
    Stephen Hearle of Nordea Asset Management UK looks at how the tide has started to turn for value-style with the...
    		 Stephen Hearle
    Co-Head of Institutional & Wholesale Distribution
    Nordea Asset Management UK
    June 1, 2021
    Focus
  • Active managers and style performance
    Martha Brindle and Weichen Ding of bfinance describe the different categories of equity management and consider the various factors affecting...
    		 Martha Brindle
    Director, Public Markets
    bfinance
    		Weichen Ding
    Senior Associate, Public Markets
    bfinance
    June 1, 2021
    Focus
  • The case for equally weighting stock positions in a portfolio
    Ian Mortimer and Matthew Page of Guinness Asset Management summarise what they consider to be the significant advantages of having...
    		 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
    June 1, 2021
    Focus
  • Values versus valuations
    James Sparshott and Iancu Daramus of Legal & General Investment Management discuss how the financial materiality of ESG issues may...
    		 James Sparshott
    Head of Local Authorities
    Legal & General Investment Management
    		Iancu Daramus
    Senior Sustainability Analyst, Investment Stewardship
    Legal & General Investment Management
    June 1, 2020
    Focus
  • Global equity markets whipsaw but there may be opportunities
    Emma Powell considers the fluctuations in global equity markets and shares the views of some practitioners that, despite the current...
    		 Emma Powell
    LAPF Investments
    June 1, 2020
    Focus
  • No normal cycle, no normal recession
    Laurence Taylor of T. Rowe Price identifies some implications, both short-term and long-term, of the Covid-19 pandemic and gives advice...
    		 Laurence Taylor
    Portfolio Specialist, Global Equities
    T. Rowe Price
    June 1, 2020
    Focus
  • What role does ESG have in a global equity portfolio?
    Stephen Hearle of Nordea Asset Management UK explains how to evaluate the three ESG dimensions and assesses their respective effects...
    		 Stephen Hearle
    Co-Head of Institutional & Wholesale Distribution
    Nordea Asset Management UK
    June 1, 2020
    Focus
  • Harnessing investment themes to identify long-term returns
    Paul Markham of Newton Investment Management describes how a thematic approach to investment can help identify investment ideas capable of...
    		 Paul Markham
    Portfolio Manager, Equity Opportunities Team
    Newton Investment Management
    June 1, 2020
    Focus
  • Uncovering future quality in healthcare
    Greig Bryson of Nikko Asset Management highlights the investment opportunities provided by the firms developing new technologies that would make...
    		 Greig Bryson
    Portfolio Manager – Global Equity Team
    Nikko Asset Management
    June 1, 2020
    Focus
  • Small caps: global questions, local answers?
    Justin Preston of bfinance examines the popularity of small cap equity and strongly advises paying attention to local and regional...
    		 Justin Preston
    Senior Director, Head of Equity, Public Markets Research
    bfinance
    October 1, 2018
    Focus
  • Balancing act for global equities investors
    Matthew Craig looks at the pros and cons of investing in global equities, and the role the asset class plays...
    		 Matthew Craig
    LAPF Investments
    October 1, 2018
    Focus
  • Disruption and the new world order
    Regina Chi of AGF Investments examines the current shift in the global supply chain, China in particular, and investigates how...
    		 Regina Chi
    Vice-President and Portfolio Manager
    AGF Investments
    October 1, 2018
    Focus
  • The three big trends shaping the future
    Neil Robson of Columbia Threadneedle Investments examines the challenges and opportunities offered by a rapidly evolving global economic landscape Global warming...
    		 Neil Robson
    Head of Global Equities
    Columbia Threadneedle Investments
    October 1, 2018
    Focus
  • Flexibility the key for global equities
    Matthew Craig considers investors’ approach to global equity allocation and the current move towards factor-based investing UK pension fund allocations to...
    		 Matthew Craig
    LAPF Investments
    August 1, 2017
    Focus
  • Emerging market equity returns to the spotlight
    As equity investors demonstrate a renewed appetite for emerging markets, Justin Preston of bfinance looks at the drivers behind the...
    		 Justin Preston
    Senior Director, Head of Equity, Public Markets Research
    bfinance
    August 1, 2017
    Focus
  • Cyclicals to regain market leadership?
    Ritu Vohora of M&G Investments looks at the relative positions of defensive “bond proxies” and more cyclical sectors, and proposes...
    		 Ritu Vohora
    Head of Equities Investment Comms
    M&G Investments
    August 1, 2017
    Focus
  • Is your portfolio insured?
    Ani Markova of AGF Investments looks at the current position of the equity market, arguing that the purchase of gold...
    		 Ani Markova
    Vice-President & Portfolio Manager
    AGF Investments
    August 1, 2017
    Focus
  • Thinking a decade ahead: a thematic approach to global equities
    To invest successfully over the long term, investors should uncover companies which are able to capitalise on global trends. Henry...
    		 Henry Boucher
    Deputy CIO
    Sarasin & Partners
    February 1, 2014
    Focus
  • The global emerging markets opportunity
    Emerging markets may have struggled over the last couple of years, but the case for long-term investment still remains. Marcello...
    		 Marcello Siniscalchi
    Chief Investment Officer
    Itaú Asset Management
    February 1, 2014
    Focus
  • A fundamental approach to risk reduction
    Applying strong discipline to every stage of the stock selection process is key to a successful investment. David Herro of...
    		 David Herro
    Chief Investor Officer, International Equities
    Harris Associates
    February 1, 2014
    Focus
  • The curious case of developed and emerging markets divergence
    Globalisation of financial markets has led some to expect a degree of correlation in performance from developed and emerging markets....
    		 Jamie Cumming
    Senior Investment Manager
    Aberdeen Asset Management
    February 1, 2014
    Focus
  • Volatility is back – but not all emerging markets are exposed
    Urban Larson of Standish looks at the volatility affecting emerging markets bonds and currencies. He examines the factors contributing to...
    		 Urban Larson
    Product Specialist
    Standish
    February 1, 2014
    Focus
  • The philosophy of manager selection
    AllenbridgeEpic worked with a number of local authority pension funds on the selection of global equity managers during 2013. John...
    		 John Arthur
    Managing Director
    AllenbridgeEpic Investment Advisors
    February 1, 2014
    Focus
  • Why local authority funds still believe in equities
    Equities are a key part of most investment portfolios, and local authority pension funds are no exception. Equity holdings at...
    		 Matthew Craig
    LAPF Investments
    February 1, 2014
    Focus

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