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Global Equities Hub

  • Small caps, big benefits

    Small caps, big benefits

    The ‘smaller company paradox’ says that over the longer term, smaller company returns have outstripped those of their large-cap peers – but looking ahead this should be seen as a structural longer-term trend, not a short-term anomaly

  • Why not go offshore?

    Why not go offshore?

    UK investors have historically shunned offshore funds as being vehicles for tax avoidance, existing in an alternative regulatory regime, or simply for being unavailable – but today, all of that has changed.

  • Expand your mind

    Expand your mind

    Following the global financial crisis, interest rates and bond yields saw investors broaden their demand for income by increasingly turning to equities – yet these same investors are reticent to broaden their equity search beyond their domestic market.

  • The freedom to perform

    The freedom to perform

    Equity investors want to have their cake and eat it, demanding ever-more sophistication from an increasingly selective list of funds, which gives unconstrained investing greater prominence in their hunt for the best possible risk-adjusted returns.

  • Up close and personal

    Up close and personal

    The global universe of equity stocks was once thought to be too vast to research properly – but it is more easily accessible today.

  • When things change

    When things change

    QE and the ‘taper tantrum’ of 2013 raised concerns among Standard Life Investments’ emerging market debt team, causing them to turn negative on countries with a twin deficit economy.

  • Avago - Filtering the connection

    Avago – Filtering the connection

    Kevin Troup, Global Equity Income Fund manager, along with colleagues from the regional equity teams subsequently had a number of conversations with competitors, peers and suppliers from the US to Japan, to better understand what the rest of the market did not.

  • Acuity Brands - Seeking bright performance in retail

    Acuity Brands – Seeking bright performance in retail

    A number of valuable insights from members of the global equity team, in the US, Asia and Europe, provided a depth of knowledge to corroborate a stock idea with its own focus on change.

  • Ryanair - Opportunity on the radar

    Ryanair – Opportunity on the radar

    Collaboration across regional equity teams identified Ryanair as an investment opportunity that the market itself did not.