Global Investing

 

Global investing research


 

Asian retail resilience: Have store hours affected performance?

Asian retail resilience: Have store hours affected performance?

Blog post: Industrial real estate has outperformed retail assets in recent years, but the trend has been less pronounced in Asia, where store hours, among other reasons, might have led to more resilient retail performance.

The rise of fundamental factors in China A shares

The rise of fundamental factors in China A shares

Blog post: Commonly held perceptions, historically higher volatility and shorter, sharper bull-bear cycles relative to developed and other emerging markets have led many to believe that fundamental factor strategies may not work in the Chinese equity markets. Our research suggests this may be changing.

What could stress emerging markets?

What could stress emerging markets?

Blog post: Market turbulence caused by the escalating U.S.-China trade standoff raises a pressing question: What could trigger the next emerging-market downturn?

The future of emerging markets

The future of emerging markets

Research paper: For the past 30 years, emerging markets have enhanced returns and created risk diversification opportunities for global equity investors. Partial inclusion of Chinese A shares is likely to transform the equity segment and its role in global portfolios. How have emerging markets evolved and what might their future look like?

Saudi Arabia inclusion and emerging markets

Saudi Arabia inclusion and emerging markets

Blog post: Saudi Arabia’s inclusion in the MSCI Emerging Markets Index may provide expansion of the opportunity set and the country has previously demonstrated diversification benefits. These include the market’s past dividend yield, its distinct sector composition, low sensitivity to other emerging markets and its previous natural currency hedge.

A new day for monetary policy

A new day for monetary policy

Andy Sparks discusses the dovish stance of the Fed and other major central banks.

How can active managers put ESG to work?

How can active managers put ESG to work?

Many active managers are concerned that using ESG data might disturb investment  processes or introduce unintended biases. What’s the evidence?

Why are small caps different?

Why are small caps different?

Apart from size, what distinguishes global small-cap stocks from their large- and mid-cap counterparts?