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All the articles related to Equity asset class


June 14

Opinion Polarisation in the luxury space

GAM’s Scilla Huang Sun evaluates some interesting trends in the luxury market and explains why this is a sector in which active management can add considerable value

June 12

Opinion Investing in Japan? Look beyond the trade war rhetoric

The U.S. and China are edging ever closer to a full-blown trade war, but it won’t just be the two superpowers affected. With its equity markets highly correlated to global growth, many view Japan as a potential casualty of the ongoing (...)

March 19

Opinion Amazon .vs. Alibaba - battle of the business models

Alibaba is often heralded as the Amazon of China, and in terms of online retail dominance, it is. The business models of the two businesses are however very different. Indeed, Alibaba doesn’t consider itself an ecommerce company at (...)

March 6

Opinion Europe’s Ugly Duckling Stocks Deserve More Love

Investors are looking at a very different Europe compared to one year ago. Even though Brexit talks are likely to drag on and Italy’s turbulent political environment is a potential wild card, political risk in Europe has eased (...)

March 1

Strategy Does a liquidity factor premium exist in the stock market?

Academic studies present ample evidence in support of the existence of four factor premiums in stock markets: Low Risk, Value, Momentum, and Quality. Factor investing puts these concepts into practice by enabling investors to allocate their capital explicitly to these (...)

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