Focus
Focus is a thematic publication that analyses an investment opportunity.
Key Things Investors Should Consider In 2018
Macroeconomic backdrop is supportive of ‘risk-on’. This can quickly change, but for now, a lack of inflation pressure and positive growth should fuel financial markets. [...]
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European Banks and the search for value
European banks remain one of our highest conviction sectors within credit as a number of developments in monetary policy, banking fundamentals and regulatory changes should support positive performanc [...]
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European Credit Outlook for H2 2018 : Time to Buy ?
After more than one and a half year trending up, Euro credit markets have been under pressure during the first half of 2018. [...]
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Healthcare offers compelling contrarian value in a stretched [...]
Warren Buffett once warned: "You pay a very high price in the stock market for a cheery consensus." This market adage underscores the dilemma facing investors who are seeking to find compelling opport [...]
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Cryptocurrencies: revolution or illusion?
The blockchain technology is revolutionary and could be a game changer in many industries. Bitcoin is the first visible application of the blockchain, and is one way to be exposed to the technology. [...]
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Navigating uncertain times through high conviction, diversif [...]
The early months of 2018 have been challenging for investors across asset classes. [...]
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Global Equities: Technology, Trump and Emerging Markets
While most market worries roll-over from the first quarter to the second quarter of 2018, the current lateral consolidation could also persist for the time being, but probably miss the necessary ingre [...]
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ESG, no more a question of “IF” or “WHEN”, but “HOW”
Carbon is a particularly important indicator in the global Environmental, Social and Governmental (ESG) framework: it is a widely scrutinized indicator by regulators and appears to be linked to perfor [...]
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10 reasons for a weak dollar in 2018
The US dollar, traditionally a safe haven currency during volatile times, has been trading near multi-year lows. [...]
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