Key insights: Stock markets after the earnings season
Can investors still find attractive, long-term opportunities in global equity markets? The MSCI World Index has been through a volatile period this year, but has increased. However, looking behind the headline numbers is key, with different geographies and investment methodologies offering distinct opportunities.
Low volatility equity strategies focus on creating stock portfolios with lower volatility compared to the overall market.
Stock investors are contending with a new monetary policy regime. This paper looks at the key issues that allocators in this space need to consider.
While AI has been developing for decades, 2023 has brought the technology emphatically to the forefront. Is the sector in a bubble?
For compliance reasons, this paper is only accessible in certain geographies
This index provides a pure and objective exposure to small cap stocks by using a transparent methodology.
In U.S. dollar terms, global equities have reclaimed $8.6 trillion in market value in the first six months of the year. What can investors expect from U.S. equities going forward?
This report analyses the position of the Global Top 100 Companies and highlights the changes in the composition of the list.
Traditional value metrics are influenced by macro sensitivities and sector biases that can affect how well they work in different environments.
There are certain features of valuation, investor psychology, and price behaviour that emerge, to one degree or another, when the fear of missing out becomes particularly extreme.
In his seminal paper on the profitability factor, Robert Novy-Marx (2013) made two important arguments about value and quality, which are explored in detail here.
The U.S. technology firm, Microsoft, recently announced a new partnership and pricing for its AI-powered workplace software. What does this mean for the broader tech sector?
This paper explores the dynamics of zombification across time for listed and private firms, while zooming in on cross-country and cross-industry differences.