Equities

Data

Leveraging machine learning to outperform traditional model portfolios and funds

Technology can remove the human bias in investing, whilst also offering investors exposure to the securities they own, but with reduced drawdown, minimized volatility and lower beta.

Equities

Investors flock back to domestic equity funds

Investors have chosen to bring their capital closer to home, injecting $27.9 billion into domestic equities in May and $89.4 billion since the start of the year.

Equities

‘You pay a very high price in the stock market for a cheery consensus’: The value perspective on Fed rate rises

Investment Strategy spoke to value managers to understand how the recent rise in interest rates has changed their perspective on equity markets.

Macro

History doesn’t repeat itself, but it certainly rhymes

Market cycles have similarities and differences, but easy money and speculation precedes liquidations and collapses.

Research

Are share prices already discounting a recession?

To what degree are markets pricing in a slowdown or downturn in corporate earnings and, if so, are they correct to do so?

Macro

Long-term fundamental investing in a macro driven market

A macro driven, bear market has driven many valuations to be inexpensive relative to recent levels, herein lies the opportunity.

Research

Investors buying the dip face their next test

Investors looking to take advantage of price dislocations in growth areas of the market should look to 'buying the dip' moments in history.

Fixed Income

Is it time to get defensive? Charts of the week from HSBC

It has been another testing week for investors. Could the tide be turning though? The latest charts reveal more.

Research

Target triggers retail rout and sends stocks tumbling

After the worst day for markets since 2020, Russ Mould looks at the impact of inflation on large retailers.

Research

What have higher interest rates meant for US stocks?

Historically, investors have found it difficult when the Fed tightens monetary policy, is this time any different?

Research

How various factors have converged to boost the investment case in Japan

Accommodative policy, a stable growth environment and improvements to corporate governance are increasing the investment appeal of Japan.

Equities

Are we entering another period of emerging market outperformance?

Factors have combined to make a compelling case for an emerging market bull phase. Premier Miton's David Jane reports.

Macro

Is there complacency in markets amid growing risk?

Fabiana Fedeli of M&G Investments believes investors are being too complacent about the risks ahead and should exercise caution in their equities exposure.

Equities

Should investors look outside of US equities?

Should investors follow Warren Buffet’s approach by investing in their home markets or diversify their portfolios internationally?