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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)

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: 16 July 2018

Business Area: Equities

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)

Trade: the good, the bad, and the ugly

Published by : Macquarie Investment Management

Equity markets are under pressure, credit spreads are wider, and bond yields lower as a result. Consensus is that the US and China are in the midst of a noisy negotiation process that (surely) will end at the negotiation table with a sensible solution.

Published: 12 July 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Global Equities Outlook 2018

Published by : Manulife Asset Management

Equity markets continue to be volatile – though not to the extent that we experienced in February.

Published: 11 July 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

European Equities

Published by : Manulife Asset Management

Political risk is rearing its ugly and unpredictable head once more in Europe, spoiling the equity rebound from February’s market correction. Equities had managed to recover some poise this Spring despite concerns about escalating trade wars. The Volatility Index (Vix) returned to lower levels and

Published: 11 July 2018

Business Area: Equities

Type: Portable Document Format (.pdf)

Emerging Markets Equities

Published by : Manulife Asset Management

Emerging Markets (EM) equities struggled in recent months, primarily due to the extension of the US Dollar’s rally.

Published: 09 July 2018

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Understanding the escalating trade row & what it means for global markets

Published by : Manulife Asset Management

Escalating trade tensions between the United States and China have unsettled investors worldwide. Global market indices took a tumble in the past week, with Chinese equities bearing the brunt of the selling. We take a look at the key issues, and share how recent developments have shaped our views on

Published: 03 July 2018

Business Area: Equities

Type: Portable Document Format (.pdf)