Here we go again
It should be no surprise when the financial markets get ahead of themselves. And we don’t need to be an expert at behavioural economics to know rational investors don’t exist. But that doesn’t make it any less frustrating when traders get over their skis, adding volatility and detracting from liquidity in the market. Just as […]
The Power of Diversification
Portfolio composition in Real Estate and Private Debt
Unsere Sustainable-Global-Equity-Strategie wird drei!
Auf den Punkt gebracht: Unsere vor drei Jahren eingeführte Sustainable-Global-Equity-Strategie wurde als Kernallokation konzipiert, bei der ein Nachhaltigkeitsansatz zur Verbesserung der langfristigen Erträge zum Einsatz kommt. Das Portfolio umfasst ein breites Spektrum an Unternehmenstypen aus Industrie- und Schwellenländern: von Wachstums- über Qualitäts- bis hin zu Substanzwerten sowie Small-, Mid- und Mega-Caps. Unsere umfassende Expertise in […]
Why so glum?
Despite some recent volatility, markets are starting to look optimistically at the potential for a soft landing in the US – inflation is falling towards a normalized level, unemployment is up, but still at historically low levels, and the Federal Reserve looks set to embark on a rate-cut cycle. Yet with all this positive data, […]
The road ahead for US equities
How might the US election impact small- and mid-cap companies? Video transcript 2024 has again shown us that anything can happen. In July alone, we experienced the world’s largest computer meltdown, an assassination attempt on Donald Trump and a change of the Democratic Party’s presidential nominee. The historic decision by President Joe Biden to withdraw […]
Equitorial: A practical pathway to net zero
Fast reading There is no silver bullet for investing in the climate transition, however, common to all approaches is the need to understand the challenges and address a range of obstacles. We believe the best solution combines strong historical data with forward-looking tools including scenario analysis, sector decarbonisation pathways, technology curves and projected emissions. Qualitative […]
Frontier markets: Tapping into untapped potential
What defines a ‘frontier’ country and why do you think investors could benefit by overweighting EM frontier credits? The emerging market (EM) world has evolved from being a large homogenous asset class into a much more complex one where we need new definitions to describe and define market segments. Core EM is often thought of […]
GEMs ESG Materiality, H1 2024
spotlight on South Korea
A new dawn for UK equities
Fast reading The news flow around the UK’s economy and its financial markets has been mostly negative for almost a decade. It has contributed to poor market sentiment which has been reflected in declining allocations to UK equities and cheap valuations. However, as the outlook for the country’s economy improves, we believe the current environment […]
Shopping around: The outlook for US retail
Fast reading US consumers are still spending but are selective as they continue to seek good value for money. Revenues have been hit by soft traffic and purchasing trends as consumers look to manage spending. Companies are focusing on core brands with stronger performance, with many now relying on asset sales to delever their balance […]
