Recently, in Bye-bye “Smart Beta” and Hello “Factor Investing” we highlighted how first-generation smart-beta strategies are now being supplanted by […]
New rules governing institutional money market funds in the US take effect on 14 October 2016 Variable NAVs will become […]
With many other stock exchanges, particularly in the US, breaking one record after the other, shouldn’t European equities be following […]
Throughout history, the Nordics have consistently managed to overcome challenges creatively and pragmatically, resulting in modern economies marked by an […]
An important consideration for equity positioning today is understanding what’s been behind the returns in equity markets so far this […]
A Chinese portrait is a metaphorical description of something or somebody via a comparison with various things or elements, an […]
No anomaly has generated as much interest (or controversy) as the value premium, or the finding that over the long […]
A summary of the most recent academic research on illiquid assets presented at the Inquire Europe and Inquire UK joint […]
My interest in equities has not abated. When I first wrote this column in mid-January 2016, equities were swooning, the […]
In recent years, value stocks have underperformed the broader equity market. This included value-focused portfolios such as Warren Buffett’s Berkshire […]
This article was written on 20/01/2016. The steep fall in global markets since the start of 2016 has come […]
Once MSCI’s two-phase inclusion of 14 US-listed Chinese companies into its China and emerging market (EM) indices is completed […]
In the normal course of things, this column would focus on an aspect of the fixed income market that is […]
Equity markets in 2015: Greece, China, oil, central banks and volatility…Enough is enough! It is even harder than usual […]
For Indonesia, the signs of economic recovery are flashing now that the government has launched five stimulus packages, while the rupiah has gained.
Currently, we have a positive view on European Equities as based on 4 key factors underpinning valuations and providing potential for valuations to rise.
When applying the best academic thinking to the forecasting of equity returns we find equity markets still have further to go in the next 12 months – despite the recent bull market
Major European sectors should do well in 2014 as company profitability recovers. Investors should look for large-cap companies offering longer-term growth and sustainable earnings, which together with attractive valuations can result in opportunities to take or expand positions.