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Equity Investing in Focus: Drivers of Market Performance

  • ,  Senior Investment Writer |
  • 02 Sep 2022

equity markets

The Math and Psychology Behind Stock Markets

The year so far has been a chaotic one for equity investors. A growing number of risks have added fuel to volatility, with drastic sell-offs in some parts of the market. This list of high-quality research papers provides crucial insights for equity investors on recent macro and market developments, to help guide informed and efficient capital allocation decisions.

Value, Growth and the True Exposures in Your Portfolio (Neuberger Berman)

For compliance reasons, this paper is only accessible in certain geographies

Understanding the true exposures within your equity portfolio can help you better analyse the drivers of performance and the risks behind them.

Is it Too Late for Low Volatility? (Intech)

For compliance reasons, this paper is only accessible in certain geographies

The return of volatility this year has made investors question their equity allocations. Are low volatility strategies still relevant in this market environment?

Podcast: Why stock market short-termism is not the problem (Man Group)

Short-termism can be seen as a charged term used to refer to certain trading practices that have negative connotations. But is short-termism a problem in reality?

Dividend Growers in Inflationary Environments (S&P Dow Jones Indices blog)

One of the best hedges against inflation is a consistent dividend stream from a high-quality business. Dividends can be more resilient to inflationary forces than bond payments.

Is It Really a Bear Market Rally? (Lombard Odier IM)

For compliance reasons, this paper is only accessible in certain geographies

One hundred years' worth of data point to a strange market behaviour: stocks rallying during a bear market. What is behind this, and what can investors learn from it?

S&P 500 Buybacks & Dividends for August 2022 (Yardeni Research)

The U.S. stock market remains the largest and most liquid in the world. This research looks at the SPX buybacks and dividends during August.

S&P 500 Valuations with and Without Technology (Alpha Architect)

Technology stocks have seen their share prices decline this year. How does this sell-off reflect in their valuations?

Making Friends with Bears Through Math (Hussman Funds)

Long-term performance is driven by math, but short-term market behaviour may be rooted in psychology. Investors need to consider both when making their allocations.

Do Stock Prices Reflect Firms Fundamentals? (2022)

To what extent do share prices reflect stocks' fundamentals? Does a stock price tell investors enough about company and business strength?