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Demystifying Japanese equities in the "Abenomics" era

Published by : Invesco

The whitepaper explains why common concerns linked to Japan’s corporate and economic revival are overstated and have contributed to an excessive valuation gap between Japanese equities and developed markets.

Published: 08 May 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Are equities entering a new phase of earnings support?

Published by : Fidelity International

Read this Spotlight Guide to Global Equities, produced in association with Fidelity, to hear why short-term market momentum in equities is often misleading on long-term trends.

Published: 08 May 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Hybrids revisited: opportunities across the Atlantic

Published by : Hermes Investment Management

Almost two years ago, we argued that the market for European hybrids – instruments that blend features of debt and equity – was attractive for both issuers and investors. Today, we revisit the case for hybrids and ask: in the growing global hybrid market, where is the relative value?

Published: 03 May 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Embrace the new normal

Published by : Old Mutual Global Investors

Stock market corrections are a healthy part of everyday investing. Embrace them, says Richard Buxton, head of UK equities and manager, Old Mutual UK Alpha Fund.

Published: 26 March 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Spotlight on emerging markets: Improving fundamentals positive for equities

Published by : M&G Investments

Emerging market equities have had an active start to 2018. After a stellar 2017 underpinned by robust corporate earnings, we are optimistic that improving company fundamentals should continue to support the asset class. Matthew Vaight, fund manager, assesses the outlook.

Published: 20 March 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Where are global equities heading in 2018?

Published by : Morgan Stanley Investment Management

Paulson manages Morgan Stanley’s Global Brands Equity Income (GBEI) Fund which is a natural extension of the group’s Global Brands Fund. The GBEI portfolio is designed to offer access to the same high-quality stock selection with an enhanced income profile for clients seeking additional yield.

Published: 19 March 2018

Business Area: Global funds

Type: Portable Document Format (.pdf)

Economic outlook: Questioning Goldilocks

Published by : Hermes Investment Management

The recent weakness of equity markets looks driven more by the drift-up in bond yields, US tightening expectations and what they may mean for future growth, rather than any downturn in the economic data. A testament to recovering, rather than relapsing, economies. The challenge now for markets

Published: 14 March 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

The waiting game - four turnaround stocks in Europe

Published by : Hermes Investment Management

While European equities rebounded strongly in the past 12 months as the region’s economic recovery deepened, these four stocks faltered. James Rutherford, Portfolio Manager and Martin Todd, Co-Manager, Hermes European Alpha, at Hermes Investment Management explain why they decided to retain – or add

Published: 13 March 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

The brave new world of investor sentiment

Published by : Old Mutual Global Investors

Research has uncovered the importance of behavioural tendencies in investing, and we may be moving toward an investment world in which sentiment plays an increasingly important role, argue Ian Heslop, head of global equities and Justin Wells, strategist, global equities.

Published: 06 March 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Gold & gold equities: essential portfolio diversifiers

Published by : Old Mutual Global Investors

Ned Naylor-Leyland, manager of the Old Mutual Gold & Silver Fund, looks at correlations between global equities, and gold and gold equities, during five periods of sharp stock market falls.

Published: 26 February 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful