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Equity
 
Nov 2017
|
Opportunities and risks

Vital signs: Long/short opportunities in the health care sector

Authors: Jean Hynes, CFA, ...

Structural changes in health care are creating myriad opportunities for long/short investors. Powerful demographic trends are boosting demand and driving volume growth; an impressive pace of innovation is...

File under: Desire for upside, fear of downside: Can alternatives help?

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Nov 2017
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Investment Stepping Stones

Author: Adam Berger, CFA

Ideas to help narrow the return gap Today, institutional investors find themselves between a rock and a hard place. Their return targets remain relatively high, yet long-term return expectations for the...

File under: Constructive thinking on active allocations

 
Oct 2017
|
Opportunities and risks

Long/short investing in financials: Tapping into an industry renaissance

Authors: Andrew Heiskell, ...

Over the last 20 years, the financial sector has been among the most volatile within global stock markets — but with little risk-adjusted performance to show for it. A Sharpe ratio of a mere 0.1 for the...

File under: Desire for upside, fear of downside: Can alternatives help?, Constructive thinking on active allocations

 
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Oct 2017
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Opportunities and risks
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Staying power: Tapping the value of unconventional stability

Author: Dan Pozen

Low fixed income yields and the desire for safety continue to draw many investors to blue-chip equities. These high-quality companies provide an attractive combination: the potential for long-term capital...

More Insight

Oct 2017
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Oct 2017
| Picking up speed: Logistics opportunities in emerging markets

Sep 2017
| China looms large over the future of Asian health care

Sep 2017
| W_lock Investable innovation: Tracking remarkable biopharmaceutical advances

Sep 2017
| W_lock Global equities: Engineering a disciplined approach to quality growth

Sep 2017
| W_lock Can dividend-paying companies weather increased rate uncertainty?

Sep 2017
| W_lock Positioning a pension's return-seeking portfolio for changing market conditions

Sep 2017
| W_lock Factors and risk premia: Coming to terms with the differences and the investment implications

Sep 2017
| Featured Publications eBook, 2017 volume 1

Sep 2017
| Wellington 360

Sep 2017
| An index isn’t a fiduciary — and six other concerns about the push for passive

Sep 2017
| Navigating 22e-4: Implementing the SEC's new liquidity-risk management rule

Jul 2017
| The long and short of the tech sector: Key trends driving alpha opportunities

Jul 2017
| Good reads: Books we're enjoying

Jul 2017
| W_lock Insiders out: Why index owners may be getting less of the "good stuff"

Jul 2017
| Equity perspectives: A tour of regional opportunities

Jul 2017
| W_lock The consumer sector: Tailor-made for beta-neutral long/short investing

Jul 2017
| China A-shares: Index inclusion points the way forward

Jun 2017
| Understanding water: Where the investment risks and opportunities are

Jun 2017
| On the cusp of an epic tech cycle?

Jun 2017
| W_lock What's in store for US retail?

Jun 2017
| W_lock End of risk-off? What the turning tide means for contrarians

Jun 2017
| W_lock 2017 EM Summit video highlights

May 2017
| W_lock Emerging markets: Uncovering opportunities for our clients

May 2017
| Charging toward a lower-carbon economy

Apr 2017
| W_lock China's online revolution: Structural tailwinds for EM digital companies

Apr 2017
| Growth outliers, creative disruption, and coiled springs: 3 themes for a post-beta world

Mar 2017
| Modi's latest victory should be positive for India

Mar 2017
| Emerging resiliency: A closer look at attractive opportunities in EMs

Feb 2017
| W_lock Enduring assets: When the steak matters more than the sizzle

Feb 2017
| W_lock Downside risk management: Theory in practice

Feb 2017
| Do bonds diversify equity risk?

Feb 2017
| Do you know where your equity revenues are coming from?

Feb 2017
| W_lock Maximizing the diversification benefits of emerging markets equities

Feb 2017
| W_lock Featured Publications eBook, 2016 volume 2

Jan 2017
| The future of health care investing

Jan 2017
| Update on Latin America

Jan 2017
| Hidden duration in equities

Dec 2016
| 2017 Investment Outlook

Dec 2016
| The case for global equities: Diversifying risk in a volatile world

Dec 2016
| India's bold moves: Investment implications of recent reforms

Dec 2016
| Japan: Corporate reforms starting to bear fruit

Dec 2016
| Japanese companies: Reshaping for enduring competitiveness

Dec 2016
| Guide to impact investing

Nov 2016
| W_lock Finding dividends in unexpected places

Nov 2016
| Highlights from our emerging markets women's luncheon

Nov 2016
| W_lock Learning to love EM again: An unconstrained, thematic approach

Nov 2016
| W_lock China: Slowing growth, rising opportunity

Oct 2016
| W_lock Managing capacity in pursuit of sustainable alpha

Sep 2016
| W_lock Is downside risk management still important? An update seven years later

Sep 2016
| W_lock Emerging markets research: A bottom-up approach to the pursuit of consistent alpha

Sep 2016
| W_lock Emerging market equities: Time to rethink your exposure?

Aug 2016
| W_lock Social impact: Invest in the world you want to live in

Aug 2016
| W_lock Answering the challenge of factor timing

Aug 2016
| W_lock Asia tech: The eye of the next technology superstorm

Aug 2016
| W_lock Beyond the headlines: What’s really going on with health care

Aug 2016
| W_lock Power shift: Why utilities will run more like Uber and Airbnb

Aug 2016
| W_lock Automotive technology: On the fast track

Jul 2016
| W_lock Great (capital markets) expectations: Strategies for meeting return targets using public equities

Jun 2016
| W_lock REITs’ GICS reclassification: What really matters for investors

Jun 2016
| W_lock Emerging markets: Follow the wallet

Jun 2016
| W_lock Equity long/short: Are your shorts delivering alpha?

May 2016
| W_lock From the top: A fresh approach to generating alpha in emerging market equities

May 2016
| W_lock Highlights from our 2016 Roundtable for Family Offices, Endowments, and Foundations

May 2016
| W_lock Treating the world: Opportunities in emerging markets health care

May 2016
| W_lock Anticipating a company's return-on-capital trajectory

May 2016
| W_lock A marathon, not a sprint: Assessing the current buying opportunity for enduring assets

May 2016
| W_lock Faster, cheaper, better: The future of markets and trading

Apr 2016
| W_lock The advent of new energy

Mar 2016
| W_lock Value realization in Japan: Seeking structural opportunities in a changing environment

Mar 2016
| W_lock Building better betas eBook

Mar 2016
| W_lock Alternatives 3.0: A risk-based approach to improving performance

Feb 2016
| W_lock Growing pains: Why the recent volatility in health care shouldn’t last

Feb 2016
| W_lock Diversified research strategies: An active equity approach for DC plans

Feb 2016
| Japan: The "blood-red supermoon" of investing:

Jan 2016
| W_lock Six reasons why commodities are attractive

Jan 2016
| W_lock The big squeeze: Why the oil market could remain tight in 2016

Dec 2015
| W_lock ETFs, trading rules, and unintended consequences: Is US equity-market structure in need of repair?

Dec 2015
| W_lock Investment Outlook 2016: Drawing on our marketplace of ideas

Dec 2015
| W_lock Technology tailwinds are here to stay

Nov 2015
| W_lock Factor-based “smart beta”: A short guide to some practical issues

Nov 2015
| W_lock Strategic European Equity: In search of structural winners

Oct 2015
| W_lock The case for quant: Why systematic investing fits the emerging market opportunity

Oct 2015
| W_lock Understanding and exploiting risk-factor outliers

Oct 2015
| W_lock The future of global health care

Sep 2015
| W_lock China A-shares: A differentiated and compelling opportunity

Sep 2015
| W_lock Earnings acceleration: Exploiting cognitive biases that can lead to stock mispricing

Aug 2015
| W_lock Built to last: Potential advantages of REITS relative to private real estate

Aug 2015
| W_lock No dividend, no problem: Why nondividend payers are attractive today

Aug 2015
| W_lock Capital allocation: The unsung hero of value creation

Jul 2015
| W_lock Doing well by doing good: Why sustainability delivers a double bottom line

May 2015
| W_lock Inroads to innovation: Revolution and evolution in biopharma

Apr 2015
| W_lock Everything low but the upside: A contrarian-value investment approach

Mar 2015
| W_lock Trend-following momentum investing: Attractive and underutilized

Mar 2015
| W_lock Breaking the fever: Investing in health care cost reduction

Nov 2014
| W_lock Uncommon skill: The case for sector-specific stock picking

Sep 2014
| W_lock Quantitative enhanced indexing: “Shorting” without the shorts and other advantages

Aug 2014
| W_lock Capital cycles: A tool for uncovering alpha?

Aug 2014
| W_lock Comparing credit risk and equity risk

Jul 2014
| W_lock Japan's improving capital management: From value to value realization

May 2014
| W_lock High-frequency trading: Boon, bane, or something in between?

Apr 2014
| W_lock Bridging the active/passive divide: A risk-based perspective

Mar 2014
| W_lock Small caps writ large: The expanding global opportunity set

Mar 2014
| W_lock Patient, heal thyself: The exciting new frontier of cancer immunotherapy

Feb 2014
| W_lock Rising rates: A headwind for low-volatility equities?

Oct 2013
| W_lock Low-volatility equity investing: From theory to practice

Aug 2013
| W_lock The value of value in emerging markets: A sustainable edge?

Mar 2013
| W_lock Enduring assets: Combining sustainable returns with inflation protection

Nov 2012
| W_lock The cyclical nature and changing role of active management

Oct 2012
| W_lock Structuring multi-manager equity portfolios: A new framework for a risk-driven world

Apr 2011
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May 2010
| W_lock A new risk model for today's volatile markets

Aug 2009
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