Equity Investing in Focus: Drivers of Market Performance
The Math and Psychology Behind Stock Markets
The year so far has been a chaotic one for equity investors. A growing number of risks have added fuel to volatility, with drastic sell-offs in some parts of the market. This list of high-quality research papers provides crucial insights for equity investors on recent macro and market developments, to help guide informed and efficient capital allocation decisions.
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Understanding the true exposures within your equity portfolio can help you better analyse the drivers of performance and the risks behind them.
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The return of volatility this year has made investors question their equity allocations. Are low volatility strategies still relevant in this market environment?
Short-termism can be seen as a charged term used to refer to certain trading practices that have negative connotations. But is short-termism a problem in reality?
One of the best hedges against inflation is a consistent dividend stream from a high-quality business. Dividends can be more resilient to inflationary forces than bond payments.
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One hundred years' worth of data point to a strange market behaviour: stocks rallying during a bear market. What is behind this, and what can investors learn from it?
The U.S. stock market remains the largest and most liquid in the world. This research looks at the SPX buybacks and dividends during August.
Technology stocks have seen their share prices decline this year. How does this sell-off reflect in their valuations?
Long-term performance is driven by math, but short-term market behaviour may be rooted in psychology. Investors need to consider both when making their allocations.
To what extent do share prices reflect stocks' fundamentals? Does a stock price tell investors enough about company and business strength?
ABOUT THE AUTHOR
Andrew Perrins is a former Actuary and Asset Allocator. After qualifying as an Actuary, he worked for 15 years in investment management, serving as Director of Asset Allocation for Abbey Life and for Chase Manhattan, before setting out on a more entrepreneurial path.
To contact him,?email?[email protected]