Global Alpha Research Agenda 2021
We explore who is poised to benefit from two important macro investment themes on the global equity horizon.
What happens if traditional emerging market and developed market distinctions become more blurred and perhaps even no longer useful to investors?
Tracking the green transition in emerging markets
COVID has magnified infrastructure gaps and ratcheted up environmental debates, while deepening geopolitical tensions and their impact on supply chains. To illustrate, we look at China as a case study.
Emerging markets: With great challenges come great opportunities
The developing world was the epicentre of the COVID-19 outbreak, so it is ironic in a sense that emerging markets (EMs) are now viewed as a rich source of COVID-related investment opportunities.
Why regular rebalancing is key to maximising factor premiums
Vanguard's latest research set out to identify the optimal rebalancing mechanism for long-only factor funds.
When to replace fundamental active equity funds with factor funds
The continued development of strategies to harvest factor returns in a low-cost manner has effectively raised the bar for many fundamental active managers who need to generate outperformance to justify their higher fees.
How Baillie Gifford views growth opportunities
Vanguard Australia speaks with Ben Drury about Baillie Gifford's perspective on growth opportunities, the four profiles Baillie Gifford uses to categorise growth stocks, and how some of these growth stocks fared in 2020.
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