Equity

The case for Indian Equities has only got stronger. But is it strong than the case for China?

Chinese Onshore Equities are probably one of the most under-appreciated diversifiers for adding uncorrelated returns to investors current portfolio.

Mid-Cap stocks have some unique properties that solve two important issues for investors at this stage in the economic cycle and in the current market.

Investing in Global Food Security solves deep societal problems and releases impact capital for food protection and fertiliser production companies.

Since China's 20th Communist Party Congress, a lot has happened and a lot is going to happen. How this all plays out is changing by the day.

Many Investment Managers expect India to post the largest real GDP growth globally in 2023. But the Indian market is expensive despite strong fundamentals.

The Bank of Japan's unexpected decision to raise it's Yield Curve Control (YCC) ceiling is important. So important that investors are excited.

Part II of the series shows that deglobalization implies a regime change, with trend increases in capex and the labor share, as well as a higher...

In what is turning out to be a challenging year for global stock market returns, the performance of India stands out within the emerging market...

With China’s 20th Communist Party Congress over, President Xi Jinping secured his third term. How will this impact on Chinese Stock markets?

Dividend investing strategies and funds are getting popular. The current market environment provides many reasons for the recent comeback in dividends.

Growth strategies have long overshadowed dividend strategies. However, changing macroeconomic conditions have turned the tables and dividend investments...

As Growth investing loses faith in a rising rate and inflationary environment, where is the smart money going?

Investing in the Circular Economy is being driven by three broad issues. Investors expect the long term results of their portfolio and planet to benefit.

The best CEO's have embraced the new normal. The world has changed and they have changed with it. Here's how they have changed strategy to remain on top.

Outperforming equity indices is not easy. But it is not impossible. The trick is to identify investment managers with very specific characteristics.

Does investing in aerospace and defence conflict with ESG Investors? Has thinking changed and what will exclusion lists look like in the future?

Deglobalisation is happening. 3 things are already impacting governments, corporations and stock markets. There are disadvantages, but also advantages.

Japanese Equities are re-capturing the attention of institutional investors. There are many factors that support the renewed enthusiasm.

The BOJ’s resistance to tighter policy and higher JGB yields is understandable, but this is not a sustainable situation.

The Chinese Equity market may be cheap and too risky, but it is difficult to ignore. Especially now as markets show some early returns to growth.

China stocks are slumping on news of rising COVID-19 cases in the world’s most populous country but that doesn’t negate their strong rebound in recent...

Growth Stocks have clearly been impacted by Bond Yields. Especially the long duration growth equity managers. Is the impact now in the price?

Expect an Increased Focus on Capital Allocation, Quality and Sustainable Free Cash Flow.

The Energy Transition spans climate change mitigation and energy security. But are governments and consumers willing to pay the price. Greenflation's here.

Japanese Equities are gaining momentum with investors. The universe includes global leading companies with strong balance sheets not found elsewhere.

Defensive Equity strategies and funds are often ignored and overlooked, until it is too late. In the current market environment, that may not be wise.

While there are reasons to be both positive and negative about global equity markets, a more cautious case is gathering momentum.

Japanese Equities have struggled for decades. But the major investor concerns are being addressed and the market is gaining popularity for good reasons.

Bear markets definitions may not answer the most important question. How long do they last.

Japanese Equities may be coming back into investors portfolios. Share buybacks are rising and corporate governance is improving at world class companies.

Look beyond VIX to historical mean reversion to uncover the relative value of U.S. small caps to U.S. large caps.

The definitions of growth and value stocks may not change. But the companies that make up each cohort is changing fast in the current environment.

ESG Rating providers are widely used, but to truly understand the ESG dynamics at play in a country or company, investment managers are creating their own.

Factor risk performance comparisons show value outperforming. But behind the numbers, the story is not as simple as it seems.

Emerging Markets have performed relatively strongly versus Developed markets during the crisis. This surprised most risk-off investors for several reasons.

Japanese equities are theoretically impacted by the influence of the US Yield Curve on the Yen. But the Bank of Japan knows this and may react accordingly.

The optimal number of stocks for a portfolio depends on time horizons and expected returns. Portfolio concentration affects both diversification and alpha.

Japanese Technology companies are gaining the attention of investors looking to transition portfolios to Net Zero Emissions (NZE).

Buying The Dip has helped investors make good returns. But if not executed carefully, it can go wrong. There are two unknowns to take into account.

The preference for Value or Growth style tilts for portfolios changes along the business cycle. Today, value stocks exhibit compelling characteristics.

Emerging Market Equities are experiencing significant performance dispersion across countries. Their exposure to inflation is not uniform.

Growth stocks have been disappointing the market, leading investors to rotate into companies that can deliver a stable income stream via dividends.

U.S. Small Caps are not the first place investors turn to when turning risk-off. But given valuations it may be the right decision to prepare for risk-on.

Is the sell-off in Indian Equities just about crude oil and commodity prices. Or has the long-term investment thesis for Indian Equities changed.

Factor risks perform differently in a rising rate environment. And importantly, the differences between value, growth and min vol can also vary by region.