High contrast
The contrast between the Federal Reserve’s policy-setting meeting in September and the one that ended Wednesday is striking. In the former, Chair Jerome Powell seemed to have a jump in his step as he announced the Federal Open Market Committee (FOMC) had lowered rates by a quarter percentage point with only one, very expected, dissent […]
Can more analyst coverage help predict stock performance?
In 2016, academic researchers Charles M. C. Lee and Eric C. So found that companies with abnormally high analyst coverage outperformed those with abnormally low coverage. But why should something seemingly so simple make any difference, especially considering that a count of analysts doesn’t even consider whether that coverage is positive, neutral, or negative? If […]
MDT: Your questions answered
1. Why would an investor include MDT US Equity in a portfolio today? MDT US Equity is designed to perform across a wide range of market environments without relying on macroeconomic forecasts or style biases. The strategy intentionally avoids directional bets, aiming instead for consistent excess returns through diversified stock selection. This makes it a […]
Market Snapshot
Milei’s midterm vote fires-up free-market overhaul
AI revolution needs shift in engagement focus
Global SMID Equity Engagement
The pain is not in Spain
It was not so long ago that many sceptics viewed Spain, like much of southern Europe, as a stagnant economy with muted prospects. This year, however, Spain’s IBEX 35 stock market index is up 53%. What’s changed? From 2008 until 2014, Spain was hit hard by the Global Financial Crisis and turmoil in the country’s […]
Weak UK economic outlook bolsters money market flows
The UK macroeconomic backdrop remains fraught and uncertain. The government is grappling with a ‘black hole’ in its finances and further tax rises are expected in the Autumn Budget scheduled for 26 November1. Rising levels of government debt continue to put pressure on borrowing costs – which are at their highest levels since the 1990s […]
The income conundrum (and a potential solution)
The Federal Reserve (Fed) has resumed its rate-cutting posture after a lengthy pause. While we expect the easing cycle’s impact on the economy to be beneficial, lowering rates comes at a cost: many savers who depend on income-oriented financial instruments will have challenges meeting their living expenses. The timing is particularly vexing when you consider […]
US-Aktien und Quant Investing: Die Macht der Daten
Deutsches Transkript Der Anlageansatz von MDT unterscheidet sich deutlich von dem vieler anderer aktiver Manager, die derzeit auf dem Markt zu finden sind. Es gibt einige Punkte, in denen sich MDT meiner Meinung nach ganz klar von Konkurrenzprodukten abhebt. An erster Stelle steht unsere Erfahrung. Wir verwalten unseren Anlageprozess nun seit über 30 Jahren. In […]
Defining and refining the lower mid-market opportunity
Private Equity Insights
