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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)

US Commercial Real Estate: Q1 Review

Published by : Manulife Asset Management

After a strong momentum-led start to the year, the defining characteristics of the first quarter of 2018 were increased volatility in equity markets, rising interest rates, and a steady weakening of the US Dollar.

Published: 31 July 2018

Business Area: Real Estate

Type: Portable Document Format (.pdf)

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)

Energy driving a bull case for small caps

Published by : Macquarie Investment Management

As active investors in the energy sector, we have witnessed a change in the economics of energy exploration, and we have seen companies push the boundaries of technological innovation. The past decade provides a good framework for assessing some of the forces that have been in play on both fronts.

Published: 12 July 2018

Business Area: Pensions Management/Institutional Investment

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)

Equity-sector leadership can shift amid rising interest rates

Published by : Macquarie Investment Management

Some sectors will fare better than others amid rising interest rates. Forecasting leadership requires a combination of textbook economics and a strong grasp of today’s cycle.

Published: 02 July 2018

Business Area: Governance and management

Type: Portable Document Format (.pdf)

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)

Should investors favour alternative over conventional strategies?

Published by : Old Mutual Global Investors

OMGI's Mark Nash, head of fixed income, Ian Heslop, head of global equities, and Lloyd Harris, manager of the Old Mutual Financials Contingent Capital Fund, each explain why fundamental shifts in the global economic backdrop mean that now may be a good time for investors to consider allocating to

Published: 21 May 2018

Business Area: Economics

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)