Focus
Focus is a thematic publication that analyses an investment opportunity.
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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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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Uncovering the pioneering firms leading the fight against ca [...]
Pioneering developments in oncology deliver in both areas: progress in fighting the second leading cause of death globally and access to leading-edge healthcare innovators with growth potential.
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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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