Equities
The strategy has outperformed global equities by a massive margin: a mid-teens annualized percentage since March 2017. Simon Steele and his team are confident about double digit earnings growth across the portfolio and holdings are generating non-cyclical growth with drivers very different from the index.....
Finding decarbonisation-related Alpha on the road to a carbon neutral future.....why emerging markets could be the place to look.....
With Asian markets remarkably resilient to short-term disruptions, the region’s long-term growth catalysts are coming into focus. How can investors maximize these post-pandemic opportunities?
Despite the coronavirus pandemic and ensuing global slowdown, 2020 was a watershed year for China in many ways. We look at how China is delivering on its long-term strategy and what opportunities this can provide for investors.....
Jupiter´s Gold and Silver strategy offers a way to express macro-economic views through two types of exposure gold and silver, including a differentiated approach to picking stocks.....
In Europe, the small cap effect – where smaller companies outperform their larger peers – is very much alive and kicking! Identifying quality and structural growth drivers is key to finding the mid- and large-caps of tomorrow......
A preference for Asia, dubbel-digit returns in EM, false confidence and a modest bias towards growth over value.....
With a tight consensus now formed on the likely shape of 2021, mulling the outlook for 2022 might be more interesting, and more productive.....
Portfolio Manager, Tapio Koivu, talks to us about the firm’s well diversified equities exposure and its ESG approach, which unusually does not have an exclusion list.....
Does gold and silver still have a role to play in a well-diversified portfolio?
