June 22, 2018 How to Avoid the Private Equity Liquidity Trap by Avi Lavi, Tawhid Ali Private equity funds continue to attract interest, despite rising deal valuations and high levels of leverage. We think there’s a way to get many of the benefits of private equity in public markets—without forfeiting liquidity. Equities Likes 2 SHARE Bookmarks
August 30, 2017 European Equity Bulls Need to Be Selective by Tawhid Ali, Andrew Birse Solid economic growth and receding political risk continue to support sentiment towards European equities, despite the recent market pullback. As market conditions shift, a selective focus on companies with underestimated profitability is essential for investment success. Active & Passive , Equities Likes 0 SHARE Bookmarks
May 11, 2017 European Equities: Picking Stocks in an Unsettled Region by Tawhid Ali It’s always important for investors to be aware of the global geopolitical environment but equally important for them not to be overwhelmed by it when it comes to picking stocks. Equities Likes 0 SHARE Bookmarks
December 13, 2016 Smoothing the Ride in European Equities by Tawhid Ali, Nelson Yu Risk appetite has returned to European equity markets. Is there a way to capture the rally of value stocks while mitigating risks across an unsettled region? Focusing on cash flows can make the difference. Equities Likes 0 SHARE Bookmarks
November 17, 2016 Beyond Face Value in European Equities by Tawhid Ali, Nelson Yu European value stocks have rallied recently. But identifying cheap stocks with recovery potential is still extremely difficult. It’s time to consider new approaches to discover attractively valued equity opportunities across Europe’s complex market landscape. Equities Likes 0 SHARE Bookmarks
July 21, 2016 Is It Too Late to Drill for Oil Shares? by Tawhid Ali, Jeremy Taylor As the oil price recovered from multiyear lows, shares of energy companies rebounded. But it’s not too late to invest. We think some large integrated companies can still improve efficiency. Equities Likes 0 SHARE Bookmarks
June 29, 2016 Investing in Europe Amid Brexit Uncertainty by John Taylor, Tawhid Ali European markets are still digesting the shock result of the UK’s Brexit referendum. How should investors in European fixed income and equity markets navigate the turmoil? Equities, Fixed Income Likes 0 SHARE Bookmarks
February 18, 2016 Checking Vital Signs of European Banks by Tawhid Ali, Philippos Philippides European banks are once again facing fears of a meltdown. While current risks require careful scrutiny, a thorough checkup suggests that relatively healthy lenders can be found in the market today. Equities Likes 0 SHARE Bookmarks
February 11, 2016 European Banks: Fear and Potential by Tawhid Ali, Philippos Philippides Shares of European banks were very volatile this week and have fallen sharply year to date. But with the financial sector looking much healthier than a few years ago, we think fears of a dividend collapse may be overdone. Equities Likes 0 SHARE Bookmarks
November 30, 2015 Does Volkswagen Fallout Taint the Auto Industry? by Tawhid Ali, Andrew Birse In the aftermath of the Volkswagen scandal, the auto sector looks like a scary place to invest. But we think suppliers that can solve critical problems may come out ahead from the episode. Equities Likes 0 SHARE Bookmarks
April 22, 2014 Investing Across Asset Classes in Europe’s Recovery by Tawhid Ali Europe’s recovery is becoming reality. In our view, successful investing in the continent today requires a selective approach that exploits dislocations by focusing on return-seeking assets across stock and bond markets. Fixed Income Likes 0 SHARE Bookmarks
June 04, 2013 Finding Healthy Stocks in Europe’s Troubled Landscape by Tawhid Ali European equity markets continue to face severe stress as the continent struggles to contain fallout from the sovereign-debt crisis. Yet this seemingly toxic environment is creating some exceptional investment opportunities in relatively healthy companies that can control their own destinies. Equities Likes 0 SHARE Bookmarks
October 25, 2012 Are European Value Stocks Poised for Recovery? by Tawhid Ali For the last few years, the sovereign debt crisis in Europe has caused equity investors to flee the continent. Today, that exodus has set up an attractive opportunity for value investors. Equities Likes 0 SHARE Bookmarks