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Insights: Equities

Anne-Christine Farstad, Portfolio Manager, MFS Investment Management

US Exceptionalism is Biggest Contrarian Trade

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Factor Investing in Emerging Markets | Webinar Co-hosted with Northern Trust Asset Management

Emerging Markets Through a Factor Lens

Emerging Markets, Equities, Factors, Quant & Systematic

Over the last 10 years, the performance of emerging markets have proven a deep disappointment, prompting investors to reconsider their allocations. We review some of the key drivers behind the poor performance in recent years and explore why the future might look differently.

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Rasmus Nemmoe, Portfolio Manager, Global Emerging Markets at FSSA Investment Management

FSSA Hunts for Quality in Emerging Markets

Emerging Markets, Equities

Portfolio manager Rasmus Nemmoe outlines his long-term positive outlook on Indian equities, while acknowledging short-term valuation challenges, and discusses emerging opportunities in China

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Mark Delaney, Chief Investment Officer, AustralianSuper

AustralianSuper Buys Big into Nvidia

Asset Owners, Equities

AustralianSuper bought almost five million shares in chipmaker Nvidia in the second quarter of this year

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Joe Rotter, Portfolio Manager and Chief Investment Officer at the Principal Strategies Group of Neuberger Berman

At the Intersection of Private and Public Markets

Equities, Private & Alternative Markets

As companies stay private for longer, interest has been growing in strategies that straddle both the private and public arenas. We speak to Neuberger Berman’s Joe Rotter about the intricacies of investing in the pre-IPO space

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Guido Baltussen, Head of Quantitative Strategies – International, at Northern Trust Asset Management

Misconceptions of Net-zero Investing

Equities, ESG, Factors, Quant & Systematic

Thoughtful in-sector substitutions can mitigate many of the risks of aligning a portfolio with net-zero targets, Northern Trust AM says

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[i3] Webinar: Risk-Managed Thematic | Co-hosted with Allspring Global Investments

Risk-Managed Thematic Investing

Equities, Factors, Quant & Systematic, Webinars

This webinar frames thematic investing as a special case of factor investing through a total portfolio factor lens: Themes are missing factors.

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Magnificent 7

Magnificent 7 Drive Super Fund Returns

Editorial, Equities

As the full year results come in, it seems that exposure to The Magnificent Seven was a key driver of super fund returns.

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Dominique D'avrincourt, Head of Equities, TelstraSuper

TelstraSuper Prefers India over China

Asset Owners, Equities, Women in Finance

TelstraSuper prefers taking an overweight position to Indian equities over Chinese equities, as risk of permanent loss of capital in China is higher

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Michael Hanson, Senior Vice President of Research at Fisher Investments

Politics is the Biggest Contrarian Play

Equities

An election year is usually good for stock markets says Fisher Investments. And it won’t just be the Magnificent Seven driving it.

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. [i3] seeks to challenge traditional paradigms, instigate change as well as inspire new thinking . It will provide an independent platform for institutional investors and asset owners to be kept abreast of global thought leadership, latest ideas, academic research and best practices. By fostering interactive dialogues, encouraging debates and peer-to-peer sharing, [i3] creates an environment for investors to re-visit fundamental beliefs, challenge existing norms as well as embrace new ideas.

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