November 22, 2021 Low-Carbon Investing Needs an Active Eye on Quality by Kent Hargis, Sammy Suzuki, Roy Maslen Equity investors focused on a low-carbon strategy needn’t compromise on company fundamentals. When quality and compelling valuations are equally considered, joining the global fight against climate change and generating strong return potential can work hand in glove. Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 19, 2021 Disrupting Inflation: Innovative Companies Can Light the Way by Lei Qiu Inflation and rising interest rates have prompted many equity investors to reconsider technology and high-growth companies. But this inflationary environment is different, and so are the companies best poised to rise above it. Equities, Inflation, Tech & Innovation Likes 0 SHARE Bookmarks
November 18, 2021 Implications of higher inflation for Australian equities by Roy Maslen Over the last 80 years, the largest Australian equity corrections have been caused by inflation. With the recent US inflation scare and the highest inflation outlook for 20 years, Roy Maslen, AB Chief Investment Officer—Australian Equities, looks at what the implications could be this time around. Equities, Volatility Likes 0 SHARE Bookmarks
November 11, 2021 Quality Businesses for Normal and Extreme Times by Vinay Thapar Capital efficient companies that are reinvesting profits back into the business have clear advantages in today’s unpredictable markets. Equities, Inflation, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks
November 09, 2021 Evaluating Earnings Quality as Inflation Bites by Dev Chakrabarti, James MacGregor As earnings season winds down, we’re gathering intelligence to identify companies that will have advantages sustaining quality earnings and margins amid rising prices. Equities, Inflation, Invest for Growth Likes 0 SHARE Bookmarks
November 09, 2021 A Framework for Mapping Modern Slavery Risk in Investment Portfolios by Michelle Dunstan, Saskia Kort-Chick For investors, accurately identifying modern slavery risk is critical. Getting it right requires specialized tools, research and engagement. Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 02, 2021 Do Your Equities Have Pricing Power? by James T. Tierney, Jr. Companies that have pricing power will be able to maintain strong margins, even in an inflationary environment. Equities, Inflation, Invest for Growth Likes 0 SHARE Bookmarks
October 28, 2021 A Flexible Approach to Equity Investing by Kurt Feuerman Equity strategies that can lean toward value or growth can be very effective when style return patterns are volatile. Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
October 27, 2021 Sustainability and Investing: Lessons Learned in the Pandemic Era by Dan Roarty The pandemic has prompted massive changes for countries, societies, people and businesses, while reinforcing the role of sustainable investing strategies. Coronavirus, Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
October 06, 2021 Self-Help for Companies Unlocks Equity Return Potential by Andrew Birse In business as in life, a healthy sense of self-awareness is often the first step to meaningful change. Companies that are conscious of their flaws and eager to address the root problems offer a source of solid return potential for equity investors who identify the turnaround stories early. Equities, Invest for Growth Likes 0 SHARE Bookmarks
October 05, 2021 Equity Outlook: Market Cross Currents Signal Recovery Challenges by Chris Hogbin Global equities gave up most of their third-quarter gains in a volatile September. As the forces driving stock returns rapidly change, how can investors navigate the uncertainties ahead? Active & Passive , Coronavirus, Equities, Inflation, Invest for Growth, Rising Rates Likes 0 SHARE Bookmarks
October 05, 2021 Equity Outlook: Know Your Investment Edge in Uncertain Markets by Chris Hogbin Even when equity markets are unsettled, investors who develop a deep understanding of dynamics in sectors and individual companies can find opportunities. Active & Passive , Equities, Inflation, Invest for Growth, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks
October 04, 2021 Searching for Companies with Pricing Power as Inflation Looms by James T. Tierney, Jr., Dev Chakrabarti A wave of inflation is rolling through the economy. To be successful, companies must have pricing power in their business quiver. Equities, Inflation, Invest for Growth Likes 0 SHARE Bookmarks