Latest equities thinking
Once bitten, twice shy: Is there value in tech by avoiding the FAANGs?
30 Oct 2020
The gravity-defying rally in technology shares has led some commentators to draw comparisons with the dot.com bubble of the late 1990s. However, Mikhail Zverev and Alistair Way believe there are still opportunities to be found in some of the sector’s less-fashionable stocks.
US Election 2020: Expect the unexpected
29 Oct 2020
As the US presidential election looms, we explore potential scenarios – from a Democratic “blue sweep” to a Trump re-election to a divided government – and assess the implications for investors.
Turn and face the change: How to invest dynamically in an uncertain world
21 Oct 2020
Equity markets are slow to price in the implications of change. This creates opportunities for dynamic, style-agnostic investors to take advantage, argue Caroline Galligan and David Cumming.
Don’t feed the troll: Social media companies face reckoning over hate speech
28 Sep 2020
Facebook, Twitter and other platforms are drawing criticism for their failure to tackle hate content. But will the hit to their reputation do any lasting commercial damage?
Investing in the gut: Fixing the bacterial bugs in our microbiome
21 Sep 2020
COVID-19 has intensified interest in the human microbiome, as researchers contemplate whether bacteria living in the gut might affect susceptibility to infection. Drawing on our experience in public markets and Ahren Innovation Capital’s knowledge of private markets, we look at the companies making strides in live biotherapeutics, using ‘bugs as drugs’, and key challenges that need to be overcome.
Why limit yourself? The benefits of style-agnostic investing
16 Sep 2020
Investors wanting to consistently exploit market inefficiencies should leave style biases behind, argues Mikhail Zverev.
Out with the old: Why income investors must be on the right side of change
2 Sep 2020
It has been a difficult year for income investing, as many companies have announced cuts or suspensions to dividends. But there are opportunities for investors willing to do some digging to find resilient businesses, says Richard Saldanha.
The clockmaker and the longitude problem: A lesson for investors in bottom-up problem solving
25 Aug 2020
Bottom-up thinking is not a typical hallmark of multi-asset investing. However, Francois de Bruin believes the granularity that comes from this approach offers useful diversification and risk benefits.
The new rules of client engagement
18 Aug 2020
As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Apiramy Jeyarajah.
Electric avenue: EVs and the transformation of autos
13 Aug 2020
In the latest instalment of our editorial series, Link, experts from our infrastructure, credit research and equity teams discuss why efforts to ‘build back better’ as economies recover from COVID-19 could further accelerate investment in electric vehicles and associated infrastructure.
Chinese equities: A rally of substance?
12 Aug 2020
Chinese equities have risen sharply in recent weeks, mirroring trends in global markets. While some commentators have warned efforts by Beijing to juice share prices are inflating an unsustainable bubble, Alistair Way and Xiaoyu Liu argue valuations are far from excessive.
As earnings season unfolds, equity investors must focus on the bigger picture
10 Aug 2020
Investors are poring over grim corporate earnings reports, but it is crucial to look beyond quarterly figures to assess long-term value, says Giles Parkinson.