Equities Archives - Investment Innovation Institute

Insights articles categorised 'Equities'

Technology Stocks Could Face Headwinds

Pharma Unlikely to Strike Gold with Vaccine

A COVID-19 vaccine might not prove to be a watershed moment for the pharmaceutical industry, but there are plenty of other opportunities, Capital Group says

Steve Zhang, Deputy Chief Investment Officer of Ping An China Asset Management (Hong Kong) Company

Ping An on Factors in China

Emerging Markets, Equities, Factors, Quant & Systematic

The Chinese stock market is driven by different quantitative factors than those in the US and Europe, Ping An China Asset Management (Hong Kong) Deputy CIO said. Steve Zhang speaks to us about the companies quant and machine learning strategies.

Natalie Tam, Deputy Head of Australian Equities at Aberdeen Standard Investments

The Case for Active Engagement

Equities, ESG, Women in Finance

ESG should not be applied as a blanket screen to simply weed out poorly rated companies, but should be managed actively, where engagement can lead the way to improvements and ultimately to a repricing of a company, Aberdeen Standard Investments says.

Changing Landscape of EM Small Caps

Emerging Markets, Equities

Emerging market small caps are increasingly professionalising, attracting more experienced management teams who are able to improve margins, cut costs and allocate capital better. We talk to Jerry Zhang and Prashant Paroda of Wells Fargo about the drivers behind this trend.

Courting Controversy in Times of Crisis

Equities, Financial Crisis, Women in Finance

Every crisis harbours opportunities for those willing to look deeper at the underlying drivers. We talk to MFS Investment Management about some of the most interesting contrarian trades during this pandemic.

AustralianSuper on China A-share Search

Asset Owners, Emerging Markets, Equities

AustralianSuper has provided an insight into its decision making process for a recent mandate dedicated to China A-shares.

Kunjal Gala, Co-portfolio manager of Global Emerging Markets, Federated Hermes on Innovation in emerging markets

Tech & Healthcare Innovation in Emerging Markets

Emerging Markets, Equities, Innovation

Pandemics have a way of speeding up change and innovation. We speak to Kunjal Gala at the international business of Federated Hermes about what this means for emerging market equities.

Geoffrey Wong, Head of Emerging Markets and Asia-Pacific Equities at UBS Asset Management

Diversification through China A-shares

Emerging Markets, Equities

One of the reasons to invest in China A-shares is diversification. So how have these equities held up during the current pandemic-driven financial crisis? We speak to UBS AM’s Geoffrey Wong to find out.

Markets Could Stabilise as Quarter End Nears

Equities, Financial Crisis, Pacific Region

As we are heading towards the end of the quarter, the chances are that stock markets will stabilise somewhat since many pension and other multi-asset funds will need to buy equities to get back to target weights.