Equities

Investors have been chasing their favorite AI names around the track, without considering how they could sustain their earnings growth for a prolonged period or through a recession. As long-term investors, we aim to remain focused on resilient companies with durable business models, which we believe will finish the race.

Navigating challenging markets requires assessing earnings and revenue trends and digging into balance sheets. But financial metrics alone can be backward looking. A fundamental understanding of industries, companies, and markets can provide important insights that can help avoid hidden risks and identify overlooked growth drivers.

Quantitative Investments is beginning a series of monthly videos, each with an update on both systematic and hybrid aspects of investment approaches. Watch the latest updates.

By the end of this historical election year, nearly half of the world’s population is expected to have gone to the polls to vote for their respective leaders. In the world’s biggest economy, the race has yet to be decided. What might a second Donald Trump term mean for net zero if he were to be re-elected?

In this three-article series, we revisit covered call strategies. In this third article, we give a glimpse into our investment capabilities and provide readers with details on how to potentially capitalize on the opportunity.

Previously considered a niche strategy, quality investing is popular today for a simple reason – it has worked. While there are many nuances in defining a quality company, we focus on five convictions that we believe separate us from other managers.

In this three-article series, we revisit covered call strategies. In this second article, we argue why covered calls offer a compelling way to play equities in the new decade (the “Why”).

How will the upcoming U.S. election affect global markets? The latest Quanta Bytes by Quantitative Investments analyzes how US election outcomes influence equity markets, the link between candidate policies and investment performance, as well as our unique election prediction model.

Former journalists are a key part of the Quality Growth approach. Their unique skill set brings fresh perspective and sparks healthy debate during the research process. This has been shown to help identify trends ahead of the market, avoid potentially costly investment mistakes, and test new and existing investment rationales.

In this three-article series, we revisit covered call strategies. In this first article, we introduce the basic workings – the “what” – of covered calls.

Child labor and imposing unnecessary medical procedures on women were recently identified in the sugar industry in India. While multinationals such as Pepsi and Coca-Cola are not directly linked to poor labor conditions, they can affect change. As active investors, we engage with our portfolio companies on these important issues.

Is ESG simply a different label for quality or could quality stand as a less controversial and politically sensitive description of highly sustainable companies? The question of whether ESG characteristics of listed companies form a new independent factor and a distinctive source of returns is an important one to address.