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Central bank policies that trend toward tightening may be changing the “just right” economic environment

Published by : Macquarie Investment Management

This contained environment of low rates, central bank bond purchases, and implied continued central bank support has been one of the key pillars behind the strong market reaction — one that saw not only risk assets hit new highs but also market volatility measures develop historical lows.

Published: 09 October 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

- A disciplined three-stage investment process that has led to outstanding success

Published by : Fidelity International

In this Focus guide, Portfolio Manager Alex Wright reveals how he has honed the value focus of the fund since he took over in 2014, and explains how he uses a ‘three-stage’ investment process to frame his assessment and analysis of both potential and current investments.

Published: 26 September 2018

Business Area: Equities

Type: Other

US large cap core: A case for active management

Published by : Manulife Asset Management

The US equity investment environment has gradually shifted from active management to passive investing in both institutional and retail channels in recent years.

Published: 26 September 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

We can all get along: Joint engagement by bond and equity investors

Published by : Hermes Investment Management

In this first instalment, we dispel the fallacy that the imperatives of bond and shareholders typically diverge, and argue that their common standing as financial stakeholders gives them the legitimacy to engage corporate boards and management teams to encourage sustainable growth and long-term

Published: 13 September 2018

Business Area: Equities

Type: Other

Global Infrastructure Equity – Opportunities in the Pipeline

Published by : Aon

The extensive infrastructure policies, such as the UK government’s commitment to a target £100 billion in infrastructure projects by 2020-21 and the U.S. administration’s infrastructure programme, has grabbed investor attentions.

Published: 10 September 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

What equities might have left to give in 2018

Published by : Macquarie Investment Management

So far in 2018, equities have seen more turbulence than in recent years, including a sharp volatility spike in February. But in general, bulls have continued to hold sway in global stock markets. Trade wars, rising interest rates, and resulting uncertainty about global growth trends have left

Published: 31 August 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

The Changing drivers of growth in China, India and Beyond

Published by : Manulife Asset Management

Emerging markets (EM) have undergone significant changes in the 30 years since the inception of the MSCI Emerging Markets Index. Market capitalization has grown from US$52 billion in 1988 to US$5.4 trillion today and EM economies account for more than half of global GDP.

Published: 18 July 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Why it pays to be patient as a UK contrarian investor

Published by : Fidelity International

In this Guide to UK Equities, Fidelity investment manager Alex Wright look’s at why, given the UK equity market’s history, betting against the herd could prove a positive move in 2018.

Published: 17 July 2018

Business Area: UK

Type: Portable Document Format (.pdf)

Re-Examining US Small Cap Equities

Published by : Manulife Asset Management

Not only have small cap stocks historically outperformed their large cap peers, evidence suggests that over the long-term, active small cap managers have delivered superior alpha to the standard passive small cap product.

Published: 16 July 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

US Equities Outlook

Published by : Manulife Asset Management

As of May, the current economic cycle is now the second longest in US history, having just matched the 106-month duration of the February 1961 to December 1969 recovery. Most market prognosticators argue we are late in the cycle and debate whether it is time to consider if a bear market is imminent.

Published: 13 July 2018

Business Area: Equities

Type: Portable Document Format (.pdf)