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In Japan, active investing amid mixed macro signals

Published by : Macquarie Investment Management

Despite the existence of notable headwinds, overall momentum in Japan appears positive in the view of the Global and International Value Equity team. Constructive policy steps and an improving Japanese economy provide a backdrop for identifying well-run firms with promising fundamentals.

Published: 02 July 2018

Business Area: Overseas

Type: Portable Document Format (.pdf)

China: A Green Giant in the Making

Published by : AllianceBernstein

China is dropping its focus on “dirty” industrial growth, while making a massive shift toward renewable energy and a less resource-intensive path to economic success. This reorientation could open up substantial opportunities for equity investors.

Published: 04 October 2017

Business Area: Overseas

Type: Other

Investment Research and Insights: Which Equity Region Looks Best?

Published by : Aon

Can US equities continue to outperform? Are European equity valuations too attractive? What is the impact of emerging markets' exposure to global growth? Aon Hewitt's pension risk tracker provides insights into investment returns, bond yields and market trends since 2007.

Published: 26 July 2012

Business Area: Equities

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

The Ardevora Asset Management: The Three Card Trick

Published by : Ardevora Asset Management LLP

We track the behaviour of three groups of people involved in the stock market. We watch other investors for signs of unusual anxiety or over-exuberance. We watch company managers for signs of uncommon caution or unusually aggressive risk taking. We watch sell side financial analysts for signs of

Published: 08 June 2012

Business Area: Overseas

Type: Portable Document Format (.pdf)

Measuring the multidimensional adequacy of pension systems in European countries

Published by : Pensions Institute

The aim of this paper is to present and support the overall concept of multidimensional adequacy of the pension system, and to propose a method for its measurement using a synthetic measure.

Published: 01 June 2012

Business Area: Pensions

Type: Portable Document Format (.pdf)

The Design of Supplementary Pension Schemes in Poland and Longevity Risk: Current Situation and Proposed Changes

Published by : Pensions Institute

As the starting point for the analysis, the author briefly presents the current construction of the Polish pension system, including the latest changes introduced on May 1st, 2011. The conclusions of the analysis should enable the formulation of recommendations of proposed changes and improvements

Published: 01 June 2012

Business Area: Overseas

Type: Portable Document Format (.pdf)

Global Prime Finance: Monthly Hedge Fund Trends

Published by : Deutsche Bank

Our Global Markets Macro Research team examines narrowing global external imbalances since the onset of the financial crisis.

Published: 30 May 2012

Business Area: Overseas

Type: Portable Document Format (.pdf)

What a slowing China means for investors

Published by : JP Morgan Asset Management

There has been much talk recently about whether the Chinese economy faces a hard landing. In this paper, we explain why we continue to believe that a soft landing is the most likely scenario, and look at the implications of this more gradual slowdown in China for investors.

Published: 01 April 2012

Business Area: Investment

Type: Portable Document Format (.pdf)

Beyond 2012: Five trends shaping the U.S. economy and markets

Published by : JP Morgan Asset Management

This paper examines several of the medium-term forces that will affect economic outcomes in the US long after this year’s presidential election. Some of those factors – which do not necessarily depend on the outcome of this year’s vote – may hurt growth and markets, while others may boost returns.

Published: 01 April 2012

Business Area: Overseas

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Redefining the G-3: Welcome to the Chinese renminbi

Published by : JP Morgan Asset Management

For years, the “G-3” currencies have been the U.S. dollar, euro and yen. That said, structural changes in the global economy and markets are redefining the G-3. This paper looks at why China’s currency, the renminbi, has overtaken the yen in terms of its influence on other currencies and markets.

Published: 01 April 2012

Business Area: Overseas

Type: Portable Document Format (.pdf)