Best Equities Thought Leadership

Your Investment Content Club Best Equities Thought Leadership finalists are:

• Candriam
• Deutsche Bank
• Natixis Investment Management
• Orbis Investments

• Robeco

   

Candriam  -  Trump 2.0 and Merger Arbitrage - Green Light from the White House?

Donald Trump's return to the White House raises many questions, not least about the impact of his policies on the economy and financial markets.

Deutsche Bank – How Will European Companies Ever Catch Their U.S. Peers?

The problem for Europe is two-fold. First, European companies routinely generate thinner returns than U.S. companies. Second, several megatrends are set to hurt the continent’s companies more than their U.S. peers.

Natixis Investment Management – Market Volatility Is Creating Enticing Value Opportunities

Today, the S&P 500 is not only intensely concentrated in a small number of stocks, but also increasingly concentrated from an industry perspective.

Orbis Investments – Sunrise on Venus - A New Dawn for International (Ex-U.S.) Equities

Venus goes 117 days—or nearly four months—between sunrise and sunset. The U.S. stock market enjoyed a much longer day in the sun in the years following the Global Financial Crisis, while investors in international (ex-U.S.) markets endured a prolonged period of darkness.

Robeco – Thematic Investing – A Compelling Alternative amid Market Chaos

Markets are grappling with change from all sides. Rising protectionism and escalating geopolitical tensions are disrupting the long-standing order of global trade. Meanwhile, Trump’s tariff turmoil and erratic policymaking are stoking fears that U.S. growth and exceptionalism has plateaued. Financial markets are registering sharp drawdowns and increased volatility as fearful investors flee U.S. assets in search of more stable returns elsewhere.