Can the Super Bowl predict markets?
Chartology
Asia ex-Japan Equity: Letter to Investors
Capital Constrained
360°, Q1 2024:
Dispersion, disparity, duration
US-amerikanische Small- und Mid-Caps: Antworten auf 7 Fragen
Wie werden US-amerikanische Small Caps Ihrer Meinung nach im kommenden Jahr abschneiden? US-amerikanische Small-Cap-Unternehmen haben in den letzten Jahren gegenüber größeren Unternehmen an Wert verloren, was auf Befürchtungen hinsichtlich der allgemeinen Wirtschaftsaussichten und der Auswirkungen der geldpolitischen Straffung zurückzuführen ist. Die überragende Performance einiger Mega-Cap-Technologiewerte hat diese Diskrepanz noch verschärft. Vor diesem Hintergrund könnten die […]
Where does Europe have the edge in technology?
This European tech sector has grown substantially. The software market, particularly, is an enabler for a lot of common applications. A number of highly differentiated companies operate this space – such as B2B software and enterprise applications firms – providing efficiencies to corporates. A number of European tech hubs are linked to universities. The current […]
Have higher rates made private equity trickier to do?
Low interest rates have helped the private equity industry to flourish over the last 15 years, providing ample capital to finance deals. But a lot has changed in the last two years as rates have surged. This shift, however, will affect different parts of the market in different ways. The thematically-driven and partnership-centric approach Federated […]
What’s behind the boom in direct lending?
An allocation to direct lending, focused on the right strategy, can provide an investor with low volatility, limited correlation to other asset classes, diversification to underlying industries, quarterly cash income and an element of inflation protection. The sharp rise in interest rates over the last two years has resulted in higher yields at a time […]
GEMs ESG Materiality, H2 2023
spotlight on China
Asia ex-Japan Equity: Letter to Investors
South Korea – enough is enough
Asia ex-Japan: Finding value in an undervalued opportunity set
Price-to-value ratios in the overlooked Asia ex-Japan region are now highly attractive for those with the ability to seek out opportunities. The team’s contrarian approach and disciplined, price-aware investing style is well suited to the current environment. Watch the video below to learn more about the strategy’s fundamental, bottom-up process, how the team manages risk, […]
