Investors who associate innovation solely with the information technology sector may do well to take a broader view. A promising […]
The development of factor investing can of course be traced back to the discovery of factors – although factor investing […]
With many other stock exchanges, particularly in the US, breaking one record after the other, shouldn’t European equities be following […]
Value is obvious: ‘buy cheap and sell expensive’ is probably the first piece of received market wisdom that any investor […]
Recent bad news for the US economy seems to have been positively interpreted by financial markets. The sudden drop in the […]
When it comes to the US investment outlook, the outcome of the presidential elections will almost certainly rise to the […]
After years of underperformance, emerging markets have managed to outpace their developed market peers so far this year. Through 6 […]
Investor sentiment has turned more positive on emerging markets (EM) in recent weeks, including those in the Asia region, with […]
In recent years, value stocks have underperformed the broader equity market. This included value-focused portfolios such as Warren Buffett’s Berkshire […]
The battalions assailing financial markets in 2016 have received reinforcements over the last few weeks. To the concerns about the […]
2015 was an underwhelming year for emerging market equities. There was wide dispersion between the returns of individual markets, with […]
The Axioma Quant Forum in London was visited by 150 investment professionals from asset management companies, institutional investors and investment banks.
Emerging market small caps have outperformed most major equity indexes this year and can offer investors diverse benefits.
In assessing how attractive local currency emerging market sovereign debt is currently, we look at four criteria: changes in commodity […]
Monetary easing is on the way, which could boost bond market performance Ongoing reforms will bring the onshore bond market […]
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