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10 years of serving outperformance to investors

Published by : Hermes Investment Management

The Portfolio Managers at Hermes European Equities have invested with conviction for a combined 71 years. After the recent 10-year anniversary of their flagship Hermes European Alpha Strategy, they share the rules behind their recipe for investment success.

Published: 17 August 2017

Business Area: Equities

Type: Other

‘Price versus value’: Allianz’s answer to why the stockmarket is wrong, so often

Published by : Allianz Global Investors GmbH

Allianz UK Opportunities manager, Matthew Tillett, discusses how understanding the differences between stock price and intrinsic value is key to discovering the best mispriced opportunities in today’s challenging domestic market

Published: 06 July 2017

Business Area: Equities

Type: Other

The folly of home bias: why UK-only investors are missing out on alpha

Published by : Aviva Investors

Aviva Investors manager, Thomas Wells, reveals why investors who only focus on the UK will be handicapped in their ability to maximise returns. Investing internationally brings much greater diversification, giving investors exposure to potentially fast-growing stocks and sectors that are simply

Published: 27 June 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

Equity Growth Stars: Bargains in Disguise

Published by : AllianceBernstein

Investors are wary about US stock multiples. But elevated valuations of high-growth stocks may be deceiving. Growth overachievers that can deliver persistent fundamental strength often make a mockery of their short-term valuations in hindsight.

Published: 13 June 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

US Equity Correction? Prepare, Don’t Panic

Published by : AllianceBernstein

Political noise emanating from Washington has prompted fresh concerns that a US equity market correction may be looming. But have no fear: the market often takes a leg down, only to bounce back quickly.

Published: 13 June 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Equities resilient as reflation trade pauses

Published by : M&G Investments

This insight piece looks at the outlook for equities; how it remains positive for actively managed portfolios, despite a pause in the reflation trade. A crucial factor for the equities rally, however, is a sustained recovery in earnings.

Published: 12 June 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

Columbia Threadneedle UK Equity Income Strategies Brochure

Published by : Columbia Threadneedle Investments

An overview of the UK Equity income strategies on offer from Columbia Threadneedle.

Published: 06 June 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

European equities increased to overweight in multi-asset portfolios

Published by : Columbia Threadneedle Investments

In this month’s Asset Allocation Monthly, Toby Nangle, Global Co-Head of Asset Allocation and Maya Bhandari, Multi Asset Portfolio Manager, explain why they are have moved to be more positive on Equities in general and give their recent thoughts on China.

Published: 06 June 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

UK Equities Guide

Published by : Columbia Threadneedle Investments

This interactive Guide to UK Equities explores Columbia Threadneedle’s diverse range of UK Equity strategies, whether looking for income, growth, or more specialist funds. This E-zine features an overview of our UK Equity investment philosophy and includes videos from the Fund Managers as they

Published: 06 June 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

The biotech advantage: BB Biotech’s sustained alpha demonstrates why investors should consider specialist funds

Published by : BB Biotech

Read about BB Biotech’s investment approach – an approach that sees them target 15% p.a. and rank in the top 100 dividend-yielding stocks in the Stoxx Europe 600 index.

Published: 01 June 2017

Business Area: Investments

Type: Other

Rating: 1 people found this useful