Equity
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Value and quality are critical for global stocks in today’s high-rate regime
With a new regime of higher interest rates potentially weighing on equity multiples, the appeal of the value equity style appears to have grown. Explore a market segment that’s been underappreciated in recent years: global value stocks with quality characteristics offering the potential to enhance portfolio performance going forward.
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All-weather opportunities: four current tailwinds for U.S. small-cap stocks
With historically low valuations and emerging catalysts in selected sectors, U.S. small-cap stocks present attractive opportunities, regardless of the macroeconomic environment.
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Transitioning to India’s next stage of growth
Important reforms introduced since 2014 are transforming India and new growth drivers look set to propel the economy forward. Learn more about India's journey and find out what this could mean for investors.
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Q&A with the Portfolio Manager: Global Healthcare Equities
COVID-19 is largely behind us in terms of a global health crisis and a hard hit to global financial markets. Yet, amid a widely predicted economic recession, the world is adjusting to the post-pandemic era. In this Q&A, we highlight how our Global Healthcare Team adopts a differentiated approach by triangulating its investment thesis and quantifying key inputs into the investment framework.
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India Equity Thought Leadership: Transitioning to India’s next stage of growth
We present how structural government reforms since 2014 gave rise to key growth drivers such as formalisation, creation of digital and physical infrastructure, and domestic manufacturing incentives, which, in turn, bolstered the economy’s resiliency. They will also introduce the emerging “Four Ds” – Digitisation, Deglobalisation, Decarbonisation, and Demography – which are new growth drivers slated to transform the country’s commercial environment.
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Q&A with the portfolio manager: Greater China equities
Stock markets in the Greater China region experienced an impressive rebound on cyclical drivers such as Mainland China’s reopening and economic reacceleration. We take a closer look at the secular growth themes that could lift the region's outlook and respond to frequently asked questions about this asset class.
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Default or not, 2011’s debt ceiling battle is instructive for today’s investors
With the U.S. government again bumping up against its debt ceiling and trying to avert a potential default, investors may wish to review how a similar battle in 2011 delivered a short-term blow to financial markets.
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The outlook for U.S. regional banks after Q1 earnings and a volatile week
Despite recent bank failures, the latest round of quarterly earnings shows that it’s mostly been business as usual for U.S. regional banks in terms of their day-to-day operations. We assess the outlook and prospects for further market volatility.
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Bank on it: the state of Canadian financial institutions in the wake of bank failures abroad
The financial community was rocked by a string of bank failures in March. The failures of Silicon Valley Bank and Signature Bank in the United States could have been seen as isolated events, given their significant ties to the tech community that had seen a major downturn in recent months. But investors were rattled even further when Credit Suisse, one of the 30 global systemically important banks, was acquired by rival UBS to prevent the former’s collapse, followed weeks later by the collapse of First Republic Bank, which became the second-largest bank failure in U.S. history. The banking community was put on notice, including in Canada, where banks play a huge role in our economy.
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Assessing risks as banks face new pressures—and the end of easy money
Recent stresses on U.S. and European banks have made it increasingly clear to us that the era of easy money is over. Here are five potential risks to the global banking system that we’re monitoring in this new environment.
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