Equities
Reconsidering the banks sector
Royal London Asset Management´s Head of Sustainable Investments, Mike Fox, makes the case for why the firm is increasing exposure to banks amidst a changing macro environment, more attractive financial characteristics for equity investors and improved environmental performance as better disclosure on financed emissions and clearer policies on future lending are made.....
It’s time to get active: uncovering resilient alpha in global equities
Alpha will be a bigger driver of global equity returns in the future, with high interest rates and inflation limiting the contribution of beta toward total returns.....
Harnessing the power of engagement in stewardship investing
Yolanda Courtines, Equity Portfolio Manager at Wellington, argues that strong relationships with companies, formed through regular engagement, allows asset managers to help companies navigate the increasingly demanding list of risks that management teams and boards are facing.....
Short-term disruptions mask longer-term opportunities
Can the disconnect between short-term and long-term forces create buying opportunities in companies set to benefit from secular trends but whose valuations have dropped amid the broad equity declines.........
Inflation implications for private credit underwriting
Can historical KPIs still reflect the future or do models need to be build differently in order to understand current forces at play and how they affect economic sectors in different ways.......
Idiosyncratic returns – consistent alpha across different style cycles
How a very specific approach to stock picking can build an equity strategy with the potential to perform across multiple market and socio-economic scenarios.....
How behavioural finance analysis can help unearth hidden sustainability potential
Alternative approaches to help identify promising investment candidates and to assess current sustainability leaders for under-appreciated risks.....
Fondfinans’s Tailored ESG Policies; ESG and Renewables for the Short, Medium and Long Term
Melanie Brooks talks to us about leaving NBIM for boutique manager Fondfinans in order to have more hands-on involvement in picking stocks. At NBIM her ESG team supported portfolio managers but now she has both ESG and portfolio management responsibilities......
ESG through a value kaleidoscope; disclosure, transition and incremental innovation
We spoke to Skagen’s Head of ESG, Sondre Myge Haugland, to identify how the firm applies and prioritises ESG considerations in the context of its value investing philosophy for equities and fixed income....
Pricing power can help companies fight inflation
If rising costs still linger in the new year, it will be one of the biggest risk for investors in 2022. Capital Group´s Diana Wagner is looking for sectors and companies with pricing power to mitigate this.....
Fiera Atlas Global Companies
The strategy has outperformed global equities by a massive margin: a mid-teens annualized percentage since March 2017. Simon Steele and his team are confident about double digit earnings growth across the portfolio and holdings are generating non-cyclical growth with drivers very different from the index.....
Decarbonizing the World: The Importance of Emerging Markets
Finding decarbonisation-related Alpha on the road to a carbon neutral future.....why emerging markets could be the place to look.....
Accessing Asia’s Post-Pandemic Opportunities
With Asian markets remarkably resilient to short-term disruptions, the region’s long-term growth catalysts are coming into focus. How can investors maximize these post-pandemic opportunities?
China: the “sleeping giant” of the equity markets
Despite the coronavirus pandemic and ensuing global slowdown, 2020 was a watershed year for China in many ways. We look at how China is delivering on its long-term strategy and what opportunities this can provide for investors.....
Gold and Silver: a differentiated precious metals strategy
Jupiter´s Gold and Silver strategy offers a way to express macro-economic views through two types of exposure gold and silver, including a differentiated approach to picking stocks.....
Can European small caps continue to deliver?
In Europe, the small cap effect – where smaller companies outperform their larger peers – is very much alive and kicking! Identifying quality and structural growth drivers is key to finding the mid- and large-caps of tomorrow......
Global Equities – 2021 Outlook
A preference for Asia, dubbel-digit returns in EM, false confidence and a modest bias towards growth over value.....
Time to Look Ahead to a New Year: 2022
With a tight consensus now formed on the likely shape of 2021, mulling the outlook for 2022 might be more interesting, and more productive.....
Veritas’s Global Equity Allocations
Portfolio Manager, Tapio Koivu, talks to us about the firm’s well diversified equities exposure and its ESG approach, which unusually does not have an exclusion list.....
Q&A: Jupiter’s Naylor-Leyland on a Golden Opportunity, Shrinkflation and Political Money
Does gold and silver still have a role to play in a well-diversified portfolio?
Quality and ESG: the keys to unlocking the European small-cap opportunity
Should European small-caps be a long-term strategic allocation for investors and can they deliver alpha throughout the economic cycle?
A Different Perspective on ESG, Growth and Technology Investing
NZS Capital´s President and Chief Risk Officer, Adam Schor, talks to us about how the new paradigm is stakeholder capitalism: that shareholder value can be improved via maximizing value for all stakeholders. And, how this Non-Zero Sum game gave the firm it´s name.....
Harnessing disruptive structural growth
Jupiter´s Guy de Blonay on where to find next generation, innovative technology companies....
Navigating Corona Crisis and Exploiting a new Set of Opportunities
We look at global emerging markets debt strategies and get one view on how to navigate the storm and reposition portfolios for the new environment....
The importance of staying invested
A short reminder from history....
Using AI to Pick AI Stocks
Using semantic & sentiment analysis on unstructured data, a multi factor quantitative model and the human review to identify companies positively exposed to the AI thematic....
Exploiting Europe’s Exporting Excellence
Finding alpha in European small and mid-cap equities.....
Emerging markets: Building the core allocation of the future
Wellington´s Dáire Dunne on the forces behind structural change in Emerging Markets and how a thematic approach will help identify opportunities going forward...
Are We at Peak Cycle for Equities
US equities keep on making new highs, but Norges Bank is increasing its allocation. Whether equities appear expensive or cheap depends on the definition, and varies greatly by regions, factors and sectors....
Berkshire Hathaway’s 2019 AGM
A cautious cash position, and no ESG Reporting; Our Review of the event
ESG, Credit Risk and Ratings: A Case Study
Can ESG ratings on sovereign credit help manage long-term risks?
Alternative Risk Premia: An introduction
In the first of a series, we look at how Alternative Risk Premia can provide an uncorrelated source of return that can be added to investment portfolios....
Frontier Market Focus: Africa – Cinderella offers great promise
By 2025, Africa’s GDP is forecast to be one third of USA GDP but it seems like many international investors are giving up on the continent. We suggest that Africa perhaps deserves more attention than it´s getting....
30 Years of Impact Investing
Jupiter´s Charlie Thomas reflects on legacy, long-term thinking, labels and how to navigate an ever growing investment universe...
Private Equity Secondaries – An under-followed asset class
Jerome Marie of ODDO BHF explains why he believes that future outperformance lies in Private Equities secondary market.....
Frontier Market Focus: Uzbekistan
Finding the beginnings of growth cycles by staying off the beaten track....
Valuation Bifurcation Persists
We sit down with Jupiter´s James Clunie to discuss value vs growth and why it´s time that the markets again will recognise fundamental value....
Global Growth Slows, With Trade Wars Biggest Risk
What lies ahead; State Street Global Advisors is first out to give their view on what investors can expect, and what they should be looking out for, in 2019....
Egypt: Amongst the Cheapest Frontier Markets
An oasis of growth in a slowing global economy....
Europe’s Migration Nations
Without immigration, Europe's population is set to decline by around 10% over the next three decades. Is Europe's situation sustainable?...
How minimum variance strategies have performed in US downturn
For risk averse investors, low volatility equity strategies have offered the chance for investors to moderate the volatility. But have they worked?....
ROIC and concentrated portfolios – An Antidote to Short-termism
Warren Buffet has famously said that if you are not prepared to hold a stock for 10 years you should not be thinking about owning it for even 10 minutes...
Quantitative Management vs. Traditional Fund Management
A quantitative approach to stock-picking doesn't have to mean a blind trust in computers...
Why pressure is growing on investment management costs
The growth in index investments over the last decade has been one of the biggest trends in investment management. There have been a number of factors behind this, but for many making the switch cost is the starting point.
Time for contrarians to be rewarded?
The odds are massively stacked against short-sellers, from multiple angles. But irrational optimism and bubbles could meant that mid 2018 is an opportune juncture according to Jupiter´s head of alternatives...
A Growing Investment Universe Still Demands Discerning Analysis
Since 1988, Jupiter Ecology’s investment universe has ballooned from under 100 to over 1,200 companies. Regulation and subsidies have spawned new industries and firms, and awareness of climate change is now global.
Harnessing ESG as an Alpha Source in Active Quantitative Equities
State Street Global Advisors (SSGA) explain how they view ESG as a source of alpha that could lead to positive portfolio performance over time
Emerging Market Cycles and Diversification
Day to day market movements often seem to suggest that emerging markets are highly correlated with developed markets, and in... Read more