Focus
Focus is a thematic publication that analyses an investment opportunity.
US tax reform and the impact on high yield investments
A much anticipated US tax reform bill is expected to be put to a vote before the end of November. [...]
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Together we can shape the future
We are currently living in a disruptive environment: climate change, resource scarcity, new technologies, renewable energies and smart materials are redefining our world, bringing numerous new challen [...]
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Hunting for Value in the Catalan Crisis
Pro-independence parties in Catalonia held a disputed referendum for independence on October 1st and later in the month unilaterally declared independence from Spain after the contested vote - a move [...]
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The strong opportunity in subordinated debt has lived up to [...]
The impact that the financial crisis had on banks was profound...
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Daring to be different
An interesting way of creating a unique product is to zig where everyone else zags. [...]
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Dispelling the myths of small & mid cap investing
Many European equity investors are drawn to large caps because of tradition and visibility, but often dissuaded from looking further down the cap structure due to long-held misconceptions. [...]
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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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