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Not in our opinion. Recent market leadership by the so-called FAAMG stocks is not extraordinary relative to history, and their valuations and fundamentals, combined with this yearβs relatively healthy market breadth, mean that they donβt necessarily present an outsized threat at this time.
Introduction Aaron Costello, Regional Head for Asia, and Vivian Gan, Senior Investment Associate, Capital Markets Research Asian markets have had a difficult year so far due to headwinds from slowing global growth and higher inflation. Asian equities and yield-sensitive assets have sold off alongside their global counterparts amid heightened volatility and rising interest rates. Ongoing […]
Equity long/short investing is one of the most widely adopted strategies by hedge fund managers in Asia. Its importance has increased over time, and we believe that this strategy can play a key role within a global hedge fund portfolio. There have been several positive developments in recent years that build the case for investors […]
We expect energy equities will be resilient due to underinvestment in recent years. So, we donβt think investors should underweight this economic sector in the near term despite some long-term headwinds from decarbonization efforts. In real estate, we think offices may finally offer some attractive opportunities for the discerning investor. Energy Equities at Benchmark Weights […]
Yes. Aggressive central bank tightening has caused economic growth to slow in Europe and the United States, and we expect that the recent banking sector stress will further weaken economic growth. Now is the time for investors to tactically overweight quality equities, given this style has tended to outperform broad equities during periods of economic […]
Investors are understandably concerned about US commercial real estate (CRE), given the rapid changes in interest rates since the beginning of 2022 and the recent banking sector stress. Indeed, the Federal Reserve now expects a recession, which we anticipate will lead to declines in real estate prices in the near term. In the medium term, […]
We expect equity long/short strategies will outperform their long-term average, due partly to the considerable rise in short rebates. This expectation is also linked to our view that global equity volatility will increase due to our economic expectation and ongoing geopolitical crises. Equity Long/Short Performance Should Be Above Average in 2024 Joe Marenda, Head of […]
No, we anticipate performance will broaden out beyond mega-cap tech stocks, which have driven US equity performance in recent years. Tech giants are vulnerable to disappointment by the elevated expectations reflected in valuations. Even well-run tech giants that continue to dominate their sectors and maintain high profitability may not deliver strong returns if their stock […]
No. The Japanese yen has been on a weakening trend for several years. For most of that time, it has been a lynchpin of Japanese equity outperformance in local currency terms. We believe there is limited further downside for the yen, which, while removing a headwind for USD returns, also removes the main pillar of […]
Yes, we believe it will. Excitement around artificial intelligence (AI) and its related technological advancements has been a key market driver since early 2023. Investors are rightly enthusiastic about the potential for AI to support labor productivity and growth. We share this enthusiasm, while acknowledging the uncertainty in quantifying these benefits. Despite AIβs long-run promise, […]