January 05, 2022 2022 Equity Outlook: Opportunities Beyond Uncertainties by Chris Hogbin How should investors evaluate companies when unusual market conditions distort returns? Equities, Inflation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
January 04, 2022 Equity Outlook: Get Ready for Another Year of Surprises by Chris Hogbin Our Head of Equities sizes up the global market outlook for 2022 and explains how investors can prepare for uncertainties ahead. Coronavirus, Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
December 08, 2021 Will Real Estate Stocks Build on Brisk Recovery? by Eric Franco, Ajit Ketkar With key US market segments improving, property stocks can serve as a diversifying source of returns and a hedge against inflation. Equities, Inflation Likes 0 SHARE Bookmarks
December 07, 2021 Six Best Practices for Carbon Offsets by Gates Moss, Sara Rosner As investors and companies increasingly seek to address the risks of climate change, there is growing debate about the use of carbon offsets in achieving net-zero emissions. We think there’s room for a measure of offsets to achieve carbon neutrality, provided best practices are followed. Climate Change, Equities, Invest for Purpose Likes 0 SHARE Bookmarks
December 01, 2021 Modern Slavery: How Investors Can Help the Victims by Michelle Dunstan, Saskia Kort-Chick Investors can help tackle modern slavery through a tailored research approach and direct engagement with companies. The goal is to understand how firms manage modern slavery risk in their businesses and encourage them to take concrete steps to reduce it. Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
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. Climate Change, 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. Climate Change, Equities, Inflation, Invest for Growth, 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, Invest for Growth, 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