Global Equities Research: Spotting Gorillas and Other Primates

DW primates

What do company management focus on and what are they consequently missing? What are the differences in what is deemed important on both sides of the Atlantic? We looked at the aggregate data for the largest 30 companies in the UK and the US to find out.

Daniel White

Daniel White

Senior Research and Strategy Manager

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Global Equities Research: 'Teddy Bear' stocks

When the lights go out, investors clasp tight to their chests any stocks which helps them sleep well at night. These “Teddy Bear” stocks can most easily be found in Consumer sectors selling everyday items such as drinks, food or pills to cover our daily needs. We have need of them whatever the economic storms are. The “lights going out” in economic terms can be seen in the rate of interest which central banks set.

Daniel White

Daniel White

Senior Research and Strategy Manager

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What a difference a quarter makes

Geopolitics and sentiment shifts in 2018 whiplashed investors and the fourth quarter of the year especially gave new meaning to ‘risk-on’ and ‘risk-off’ trades within the global equities market. To put this into context, when investor sentiment is optimistic about the economy, geopolitics and industry, riskier assets tend to get pricier – ‘risk-on’. Conversely, when uncertainty and negativity hits the market, investors tend to sell riskier assets and buy ‘safer’ ones that are typically less vulnerable to weakening investor confidence – ‘risk-off’.

ADAM CREED

ADAM CREED

Sales Director, Discretionary & Group

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The New World of 2019

Geopolitics is now a major factor influencing markets. Trade tensions, Brexit and protectionism continue to fuel negative sentiment and although equities calmed down a bit in January, we can see how these risks could impact markets later in 2019.

Bimal Patel

Bimal Patel

Fund Manager, Global Equities

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2019 Outlook: Slow and Low

After some remarkable ups and downs in 2018, asset prices have come back to earth and global growth is now firmly in low gear. The US Federal Reserve’s quantitative easing (QE) withdrawal with four interest rate hikes last year made an impact across the board from widening corporate bonds to battered emerging market currencies and we expect this and the reaction to other central banks’ tightening to provide a headwind for the wider markets in Q1 of 2019.

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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