Tag : value

Why multi-asset credit offers value in troubled markets

Multi-asset credit represents an interesting investment opportunity in today’s environment, with global geopolitics and inflationary concerns making European credit a potentially attractive choice, says Richard Ryan at M&G Investments.

Global equities: Thinking outside the box for more breadth and sustained alpha

In partnership with PineBridge Investments

The answer to the long-running debate between growth and value, is not either or, but in using both inputs to navigate shifts and volatility across market cycles, says Rob Hinchliffe, portfolio manager, head of global sector cluster research at PineBridge Investments.

Global equities: Thinking outside the box for more breadth and sustained alpha

Asian investors plan to use factor investing more, analysis finds

Hugo Cox

Nov 21, 2022

Uptake is still small by Western standards and prioritises short- over long-term allocation.

Asian investors plan to use factor investing more, analysis finds

Market Views: Will Asian investors choose growth over value in US equities?

Lucas Cacioli

Aug 25, 2022

US asset managers are choosing expensive growth shares over cheaper value equities amid recession fears. Are Asian investors doing the same?

Market Views: Will Asian investors choose growth over value in US equities?

Asset owners weigh more inhousing over poor performance

Hugo Cox

Sep 16, 2020

The poor performance of several active fund strategies such as value funds and alternative risk premia have led more investors to consider inhousing more of their investing resources.

Asset owners weigh more inhousing over poor performance

Global managers alerted to China JV risks

Leigh Powell

Aug 25, 2014

Firms whose China JV partner has a segregated account subsidiary have been urged to review liability firewalling and capitalisation levels amid industry danger signs.

Global managers alerted to China JV risks

Perkins IM talks US value stocks after negative S&P move

Joe Marsh

Apr 20, 2011

Large-cap US stocks offer the best value, despite the US being put on negative outlook by rating agency Standard & Poor's for the first time, says the CEO of Perkins Investment Management.

Perkins IM talks US value stocks after negative S&P move

AllianceBernstein strategist sees gross mispricing in equities

Jame DiBiasio

Jan 25, 2011

Because investors are looking to address tail risks instead of thinking about returns, examples of equity opportunities abound, says Vadim Zlotnikov.

Growth or value, emerging markets look best

Jame DiBiasio

Nov 20, 2005

Alliance Capital believes that emerging markets offer the best of both worlds.

A relative value investor

Jame DiBiasio

Aug 8, 2005

Safa Muhtaseb, portfolio manager at Brandywine Asset Management explains the firm''s investment philosophy.

Finding hidden value in Chinese convertibles

Feb 22, 2005

UG Investments plans to spearhead the opening of China''s closed end funds, replicating its experience in Taiwan.

Hedge fund consultant looks to value, not shorting

Aug 19, 2004

Short of options: Raymond Wong of Cheetah Investment explains why he is seeding Asian long-only absolute return funds.