Global Equities Hub
Small caps, big benefits
The ‘smaller company paradox’ says that over the longer term, smaller company returns have outstripped those of their large-cap peers – but looking ahead this should be seen as a structural longer-term trend, not a short-term anomaly
Expand your mind
Following the global financial crisis, interest rates and bond yields saw investors broaden their demand for income by increasingly turning to equities – yet these same investors are reticent to broaden their equity search beyond their domestic market.
The freedom to perform
Equity investors want to have their cake and eat it, demanding ever-more sophistication from an increasingly selective list of funds, which gives unconstrained investing greater prominence in their hunt for the best possible risk-adjusted returns.
Global equities improve on the sum of its regional parts
Welcome to our ‘Insight into global equity investing’, a detailed analysis of the opportunities and ways of avoiding potential pitfalls around this asset class in 2016.
Avago – Filtering the connection
Kevin Troup, Global Equity Income Fund manager, along with colleagues from the regional equity teams subsequently had a number of conversations with competitors, peers and suppliers from the US to Japan, to better understand what the rest of the market did not.
Acuity Brands – Seeking bright performance in retail
A number of valuable insights from members of the global equity team, in the US, Asia and Europe, provided a depth of knowledge to corroborate a stock idea with its own focus on change.