Insights

Our management approach follows rigorous and thorough investment processes based on our assessment of the macroeconomic situation and on a fundamental analysis. We share all our insights with you.

The themes poised to prosper during US growth renaissance
John Indellicate, Co-Portfolio Manager, Scout Investments, explains why he sees attractive opportunities in US mid-caps and the key investment themes poised to flourish in the near future.
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Our monthly view on asset allocation (November 2018)
The month of October introduced a sharp correction to financial markets on the back of concerns about a Chinese slowdown, peak earnings, trade war, the Italian budget and the tightening of US monetary [...]
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November 2018
The US economy is still growing strongly. This was, in a nutshell, the message from the preliminary Q3 GDP report, posting a 3.5% annualised expansion, after a 4.2% expansion in Q2.[...]
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The wonderful benefits of High Yield in a rising rate enviro [...]
The High Yield asset class introduces a number of positive characteristics to portfolios in a rising rate environment, namely low correlation to traditional Fixed Income, equity like performance with [...]
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US mid-term elections: a brief guide to the three different [...]
The US mid-term elections will take place today (Tuesday 6 November). [...]
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The weight of #MeToo in responsible finance
The Weinstein case, CO2 emissions quota trading schemes and China’s renewable energy subsidies have little in common. Nevertheless, these three factors change the way we invest.
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October 2018
Was 2017 the peak of post-GFC global growth momentum?[...]
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Will rising interest rates spell the end for dividend strate [...]
Income-oriented investors have long viewed dividend equities as an attractive source of yield. [...]
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Time to dust off the inflation playbook
Investors have recently become more concerned about inflation, which has led to both equity market volatility and a jump in bond yields. [...]
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