China – green shoots of market stabilisation Roger Merz and Thomas Schaffner of Vontobel Asset Management look at the outlook for active investors in China’s equity markets,... Roger Merz Head of mtx Portfolio Management Vontobel Asset Management Thomas Schaffner Portfolio Manager Vontobel Asset Managemen June 1, 2022 Report Simplicity wins: How most conventional asset classes have outpaced inflation Mamdouh Medhat at Dimensional Fund Advisors discusses the findings of a study of 23 US assets over a 93-year period... Mamdouh Medhat Senior Researcher Dimensional Fund Advisors June 1, 2022 Report The outlook for global equities Pádraig Floyd examines the outlook for global equities in an era of volatile global economics, and finds several reasons for... Pádraig Floyd LAPF Investments June 1, 2022 Report How long will the equity market resurgence continue? Emma Powell discusses the prospects for equity markets on both sides of the atlantic and concludes that investors should be... Emma Powell LAPF Investments June 1, 2021 Report Post pandemic era and reopening economies: a vaccine for value style Stephen Hearle of Nordea Asset Management UK looks at how the tide has started to turn for value-style with the... Stephen Hearle Co-Head of Institutional & Wholesale Distribution Nordea Asset Management UK June 1, 2021 Report Active managers and style performance Martha Brindle and Weichen Ding of bfinance describe the different categories of equity management and consider the various factors affecting... Martha Brindle Director, Public Markets bfinance Weichen Ding Senior Associate, Public Markets bfinance June 1, 2021 Report The case for equally weighting stock positions in a portfolio Ian Mortimer and Matthew Page of Guinness Asset Management summarise what they consider to be the significant advantages of having... Ian Mortimer Co-manager of the Guinness Global Equity Income Fund Guinness Asset Management Matthew Page Co-manager of the Guinness Global Equity Income Fund Guinness Asset Management June 1, 2021 Report Values versus valuations James Sparshott and Iancu Daramus of Legal & General Investment Management discuss how the financial materiality of ESG issues may... James Sparshott Head of Local Authorities Legal & General Investment Management Iancu Daramus Senior Sustainability Analyst, Investment Stewardship Legal & General Investment Management June 1, 2020 Report Global equity markets whipsaw but there may be opportunities Emma Powell considers the fluctuations in global equity markets and shares the views of some practitioners that, despite the current... Emma Powell LAPF Investments June 1, 2020 Report No normal cycle, no normal recession Laurence Taylor of T. Rowe Price identifies some implications, both short-term and long-term, of the Covid-19 pandemic and gives advice... Laurence Taylor Portfolio Specialist, Global Equities T. Rowe Price June 1, 2020 Report What role does ESG have in a global equity portfolio? Stephen Hearle of Nordea Asset Management UK explains how to evaluate the three ESG dimensions and assesses their respective effects... Stephen Hearle Co-Head of Institutional & Wholesale Distribution Nordea Asset Management UK June 1, 2020 Report Harnessing investment themes to identify long-term returns Paul Markham of Newton Investment Management describes how a thematic approach to investment can help identify investment ideas capable of... Paul Markham Portfolio Manager, Equity Opportunities Team Newton Investment Management June 1, 2020 Report
