Spotting the Right Opportunities in Equity Markets

Overcoming volatility and extracting alpha

Spikes in volatility often spook allocators who hold a short-term view. Is taking a more long-term outlook the surest way to grow wealth through equity allocations? The writers of some of the papers presented here argue that, in the face of ever-improving technology, even long-term equity investors need to change their approach when it comes to generating alpha.

Tactics and Strategy with Equity Sectors (S&P Dow Jones Indices)

This paper explores how the enduring power of sectors and industries helps to define markets and serve as the framework for myriad investing strategies.

Q3 2024 Equity Market Observations (Intech)

For compliance reasons, this paper is only accessible in certain geographies

Looking toward the quarter ahead, the expectation of increased market breadth and broader equity participation offers promising opportunities.

Is AI a Threat to Software as a Service Companies? (Polen Capital)

Investors seeking opportunities in the SaaS space should adopt a selective approach, as this paper's core argument shows.

Small-Cap Equity and the Case for Active Management (Natixis IM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

The S&P SmallCap 600 index offers less exposure to innovative, growth-oriented companies than it has historically. An active overlay is thus necessary to spot the right stocks.

Asia’s Surge: The Semiconductor Ecosystem of Tomorrow (Franklin Templeton)

For compliance reasons, this paper is only accessible in the EMEA region

For investors seeking to capitalize on the future of technology, understanding these regional dynamics and the semiconductor industry’s pivotal role is essential.

Bulls, Bears, and Ballots: Past Elections and the Economy (Meketa)

The strength of the economy and equity market performance have been key historical predictors of election results.

M&A Insights H1 2024: The Recovery Continues (BCG)

Ten megadeals were announced at the start of 2024, compared with six during the same period last year. Will conditions improve in the second half of the year?

$1.1tn Lost in Five Days: Trillions Don’t Even Matter Anymore (Wolf Street)

A market correction wiped out over one trillion of U.S. dollars in market capitalization from U.S. tech stocks. What does this say about the state of the market?

Dealmakers Mine Multiple Sources of Value (Bain & Company)

Companies are becoming more adept at adapting dealmaking to the fast-changing economic environment. This is a plus for equity investors.

The Other Side of Market Concentration Peaks (MFS)

For compliance reasons, this paper is only accessible in certain geographies

Just like value versus growth, large versus small, or U.S. versus non-U.S., concentrated versus diversified is another type of cycle for investors to consider.

Global Banks and Natural Disasters (OFR)

The banking sector is facing a new disrupting force on the horizon: adverse weather events due to climate change.