Equities

While finance has a key role to play to tackle the climate change challenge, Mirova’s Climate Ambition strategy is an equity strategy aiming at decarbonizing the economy.

Earnings per share, financial multiples, dividend: what have been the biggest contributors to equity market growth over the recent years? Maximizing your total return requires a good allocation and a good understanding of these different performance factors.

Amber Fairbanks, Portfolio Manager, CFA^® at Mirova US, talks to Citywire about their Global Sustainable Equity strategy and what sustainable investing means to them.

Our connected world means it is now possible for unwanted actors to infiltrate power stations, electricity grids and maybe even democratic elections.

What is “Spot Up, Vol Up”? Simon Aninat, Volatility expert at Seeyond, provides insights on what this market configuration can reveal.

David Herro from Harris Associates explains why value investing may be reaching a new momentum.

Combining smart beta with ESG filtering and carbon reduction techniques shown to enhance returns.

Why a rise in regulation and the exogenous shock of a pandemic have skewed the volatility risk premium firmly in investors’ favour.

What can we expect on the equity markets in 2021 and what are the best strategies for equity insurance management?

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

This strategy seeks attractive long-term opportunities through a highly collaborative best-ideas approach grounded in fundamental research.

The global economy is transitioning from the downturn phase of the credit cycle into credit repair.

Ostrum Asset Management expert’s economic and market analysis

Core ESG equity portfolios can outperform both ESG benchmarks and financial indices.

Chances of success are higher for sector specialist funds with low leverage and enhanced operational skills.

Downside protection really paid off in 2020. But it’s not as simple as buying the VIX.

Ostrum Asset Management expert’s economic and market analysis.

A value investor usually requires a substantial price discount at the company’s intrinsic value. But the latter exceeds the mere accounting value of its tangible assets.

Are we at the dawn of a cyclical change?

If neither the structure of life insurers’ assets changes, nor the level of long-term interest rates, the attractiveness of life insurance for savers may rapidly diminish.

Taking human judgement out of equity portfolios can help investors stay ahead of market reversals.

Jens Peers explains how divestment from conventional resources and business models, must also be accompanied with strategies for investment into sustainable solutions for the future.

The purpose of this paper is to highlight the growing threat of natural disasters to human safety and explore how technological innovation and adaptation are enabling an effective response.

In 1983, the S&P 500® hit an all-time high of 166. Anyone who said then “I’m too smart to buy into the market near an all-time high – I’ll wait for it to fall 10%” – is still waiting. It never fell 10%.

On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.

Most asset classes have earned strong total returns year to date and could continue to rally through year-end.

Continuing to seek risk-adjusted excess returns.

Managing expectations for managed futures and crisis alpha.

Limits of the static approach: Assessing the value added of a multi-factor portfolio from a performance-agnostic point of view.

How computing power can extract alpha from complex ESG data

Going into 2019, trend following strategies are positioned for potential change.

The case for investing in U.S. large-cap stocks is encountering scepticism.

A wave of extreme digitisation is disrupting companies’ business models.

An in-depth assessment of retirement in the world.

"Put-write" strategies have nearly kept pace with U.S. equities, but with fewer drawdowns

Ostrum AM focuses on stockpicking and avoids market "noise".

The carbon footprint of the major equity indices exceeds the +2°C objective of the Paris Climate Agreement (COP 21).

Overlay and Minimum Variance, two strategies to hedge its equity portfolio against volatility.

Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis Global Asset Management Survey.

Passive investing may not be all that bad for active management.

Insurers need innovative investment strategies in response to regulation and low yields.

How passive is your active manager?

Q&A with Dr. Andrew Lo.

Vaughan Nelson insight.

Improved assessment of carbon impact could spur ESG investment and drive innovation.

With the rise of artificial intelligence, nanotechnologies and genomics, we are at the dawn of a period of intense technological progress in life sciences.

Seeking to respond to rapid shifts in markets while reducing risk.

Not all high active share managers are created equal.

Neither active, nor passive, factor investing equity strategy is an alternative to conventional stock-picking strategies.