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Highlights - Equity

December 2022

Strategy Focus on quality for success in equities

Investors should not expect everything to go ‘back to normal’ in 2023, says Melda Mergen, Global Head of Equities, Columbia Threadneedle Investments. Higher inflation and a weaker economic environment will mean not all companies will (...)

Opinion

Descending From Extremes Is a Rocky Process

News

Fitch Ratings : The good results of Pernod Ricard and Diageo allow an acceleration of share buybacks

Recent innovations - Equity

Equity - Alternative

Neuberger Berman launches long-short equity fund for portfolio manager Steve Eisman

Equity - ETF / Index

BlackRock launches iShares Electric Vehicle and Driving Technology UCITS ETF

Focus - Equity

December 2020

Video Vafa Ahmadi: "In thematic management, our assets reach 12 billion euros"

The launch of the 1st fund in 2009, on the theme of the aging of the population, allowed CPR AM to position itself as a leading player in the field of thematic investment.

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Headlines - Equity

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Opinion European equities: Stock selection guided by razor-sharp research will be the holy grail

2021 was a year of booming markets which were in danger of overheating before the Omicron Covid-19 variant came along. A profit boom on both sides of the Atlantic has supported equity markets, with the US looking exceptionally strong in the fourth (...)

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Innovation ETF Securities Releases Semiconductors ETF in Australia - Enabling Investors to Participate in this Indispensable Industry

While there is a shortage, demand for semiconductor technology increases in the light of a global 5G rollout, interconnectivity, and smarter consumer technology. Major Australian issuer ETF Securities now releases an ETF, the ETFS Semiconductor ETF. This fund is the first (...)

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News Total Market Cap of China’s Stock Market Jumped by 33% YoY to $12.4T, the Highest Value in Country’s History

The year 2020 was a fantastic year for stock trading in China, with the total market cap of the country’s stock markets reaching an all-time.

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Strategy Is 2021 going to be the year of a value rotation?

For some time now, we have been highlighting the wide valuation gap between the ‘value’ and ‘growth/quality’ ends of the market. Earlier in 2020, we suggested that the drivers of this extreme dispersion might be coming to an end and the 2020s could be the decade of the ‘cheap (...)

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Opinion Don’t Mistake Growth for Quality

As investors adjust for a potential style rotation, we urge them not to abandon their portfolios’ “quality compounders” and “transition winners.” Following the shock of the coronavirus crisis, there is a lot of talk of “early-cycle” economic dynamics: higher GDP growth, inflation (...)

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Opinion This week’s chaos in GameStop and related areas has blown some of the froth off equity markets and has certainly transformed the mood of some market participants

The parabolic rise of this stock, reportedly driven by retail speculation, short-covering and options hedging, has reverberated across a number of other stocks and sectors.

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Opinion UK Equities: Resurrection of the deplorable asset class!

If the UK equity market was out of favour at the beginning of 2020, it’s even more so now. Until the arrival of three vaccines prompted a wave of market exuberance towards the end of the year, UK equities had fallen approximately 20%. The only two worse-performing equity (...)

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Opinion Outlook 2021: Global and thematic equities

Global equities can continue to perform well in 2021, but tech may have to share the limelight with some unloved areas. Meanwhile, a number of mega-trends will continue to gather pace.

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Opinion Tech innovation: reaching all sectors Companies across a range of industries are deploying innovative technologies to spark rapid growth, creating attractive investment opportunities

When China’s leading telecoms operators launched their 5G data plans on 1 November, they were two months ahead of schedule in going live with one of the world’s biggest next-generation networks, demonstrating the pace of digital evolution in Asia’s largest (...)

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Strategy Are investors too confident?

With stock markets close to all-time highs at a time of very elevated economic uncertainty, the question arises if investors have become too confident. Today’s chart from The Yale School of Management Stock Market Confidence Indexes reveals how probable U.S. individual and (...)

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Note Emotion is not a sign of weakness for investors any more

New research suggests that rather than staying cold-bloodied and rational the top fund managers use emotion to choose which stocks to buy.

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Interview Jürgen Maier: «Emerging Markets will continue to become more and more important for the global economy and capital markets »

According to Jürgen Maier, fund manager in the team «Emerging Markets Equities» at Raiffeisen Capital Management, Emerging Markets have weathered the economic crisis and will remain competitive thanks to massive investments in infrastructure in the years to come and enormous (...)

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Interview The Rise of TRFs – How Funds Use Them to Generate Alpha

Hedge funds and traditional institutional investors are increasingly turning to total return futures (TRFs) to get exposure to the repo market related to an underlying index such as the EURO STOXX 50® Index. Antoine Deix, Senior Equity Derivatives Strategist at BNP Paribas, (...)

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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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Strategy The call spread strategy funded by a put is popular!

According to Antoine Deix, Dividend Strategist at BNP Paribas, dividend derivatives are greatly democratized since futures and options were listed respectively in 2008 and 2010. These products now cover all types of investors (...)

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News Hedge funds are massively « short »

According to Bank of America Corp., the volume of bearish positions on the S&P 500 futures has boomed in recent weeks and reached levels seen before the 2008 crisis...

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Note Estimating the Real Rate of Return on Stock Index

Judicious use of the rate of return framework on equity, or "cost of capital" facilitates decision-making within the financial industry by providing a metric for comparing different stock markets between them but also a comparison to other asset (...)

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Innovation Legg Mason launches global emerging markets fund

Legg Mason Inc, one of the world’s largest active asset management firms with $754 billion AuM, announces the launch of the Legg Mason Martin Currie Global Emerging Markets Fund into their Dublin-based fund range.

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Strategy Five Emerging-Market Brands to Watch

Abracadabra! – here come emerging-market brands. Now that Alibaba has proved it can be done, expect to see more. Here’s a look at five possibles.

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Strategy Why we are taking our equity overweight to neutral for first time in five years

Mark Burgess, CIO EMEA and Global Head of equities at Columbia Threadneedle Investments, discusses the market reaction post Brexit, the impact of central bank actions and why Columbia has decided to reduce its equity exposure from overweight to neutral in asset allocation (...)

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ACTIONS THÉMATIQUES - SPECIAL HYDROGENE

Hydrogène, futur moteur de la révolution verte - Une source d’énergie qui ne rejetterait aucun gaz à effet de serre. Qui offrirait aux voitures une autonomie de plus de 700 km et qui pourrait faire voler des avions. Ce sont les promesses, difficiles à ignorer, de (...)

Les thèmes ESG au centre de toutes les attentions

Les thèmes ESG au centre de toutes les attentions - Nous sommes convaincus que, pour être durable, la croissance économique doit devenir faible en carbone, respectueuse de l’environnement et inclusive. Les acteurs de la gestion indicielle, sensibles aux enjeux de la transition (...)

L’hydrogène durable - le vecteur énergétique de demain

L’hydrogène « vert » - produit à partir de sources d’énergie renouvelables - est de plus en plus considéré comme le saint Graal de la transition vers une économie neutre en carbone. Le marché mondial de la production d’hydrogène devrait atteindre 201 milliards de dollars en 2025, (...)

L’investissement dans les obligations vertes, sociales et durables

Les obligations vertes, sociales et durables apportent un soutien financier aux projets et activités ayant un impact positif sur l’environnement et/ou la société. Les volumes d’émission croissants de ces obligations résultent de la prise de conscience que la finance a un rôle à (...)

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