Focus
Focus is a thematic publication that analyses an investment opportunity.
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The US Federal Reserve (Fed) has signalled a number of rate cuts in the short term, and the European Central Bank (ECB) is indicating it will use every available instrument in its toolbox, including a [...]
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Cinderella before the ball
European equities are trading at five-year valuation lows due to growth fears and record fund outflows. [...]
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Catch me if you can
In this focus piece we are having a closer look at the fundamental, technical and valuation characteristics of global credit markets, their potential returns for 2019 and indicate our preference for E [...]
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Lessons for contrarian investors in a new era of volatility
One thing that is certain in this era of market volatility is our skills will be thoroughly tested. Read on for the 10 lessons in investing to help contrarians navigate this new stage of the cycle.
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Emerging market equities: opportunity amid challenges
While global markets continue their emotional ride, we feel there is value to be found in emerging market equities. [...]
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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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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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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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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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