Focus
Focus is a thematic publication that analyses an investment opportunity.
Why true active managers can thrive in the world of beta
The active versus passive debate is often presented as a schism of the investment world, involving two intractable factions. However, my view is that active and passive must not be opposing forces.
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Contrarian investing in the italian banking crisis “The view [...]
Playing the weakness in Italian financials on the back of the NPL crisis was one of our key themes in 2016. [...]
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We do it the contrarian way! “Talk with our expert”
Europe is becoming a more attractive place to do business. That’s why investors must have European stocks in their portfolios. [...]
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Rising Sun: 5 reasons to go big on Japan
After 15 years of deflation, the tide of sentiment is turning, driven by a resurgent domestic economy. [...]
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Subordinated bonds still offer a compelling investment case
European subordinated bonds have been one of the best-performing fixed income assets of 2017. [...]
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Global autos: will opportunities offset challenges?
The Global Equities team met with a number of auto original equipment manufacturers (OEMs) and suppliers on the sidelines of the recently-held 87th Geneva Auto Show – with rather mixed impressions fro [...]
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Flexible in fixed income
In the current environment of expected higher rates, investors’ first instinct is to shorten duration to minimise risk to their portfolios. [...]
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Macro uncertainty: keep calm and wait for opportunity
Investing is often about timing, as it is difficult to make predictions. [...]
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We are Yield Hunters
According to our "Yield Hunters", it is not yet time to give up on fixed income, even in this era of negative rates. [...]
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