In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Where can investors find sustainable sources of return?
Characteristics and Implementation Considerations for Private Equity
Emerging market equity: If you wait for certainty, you miss opportunity
Private equity: A potential source for enhanced returns
The UK economic and equity landscape post-Brexit
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding