Equities
Quality and ESG: the keys to unlocking the European small-cap opportunity
Should European small-caps be a long-term strategic allocation for investors and can they deliver alpha throughout the economic cycle?
Equities
Should European small-caps be a long-term strategic allocation for investors and can they deliver alpha throughout the economic cycle?
NZS Capital´s President and Chief Risk Officer, Adam Schor, talks to us about how the new paradigm is stakeholder capitalism: that shareholder value can be improved via maximizing value for all stakeholders. And, how this Non-Zero Sum game gave the firm it´s name.....
Jupiter´s Guy de Blonay on where to find next generation, innovative technology companies....
We look at global emerging markets debt strategies and get one view on how to navigate the storm and reposition portfolios for the new environment....
A short reminder from history....
Using semantic & sentiment analysis on unstructured data, a multi factor quantitative model and the human review to identify companies positively exposed to the AI thematic....
Finding alpha in European small and mid-cap equities.....
Wellington´s Dáire Dunne on the forces behind structural change in Emerging Markets and how a thematic approach will help identify opportunities going forward...
US equities keep on making new highs, but Norges Bank is increasing its allocation. Whether equities appear expensive or cheap depends on the definition, and varies greatly by regions, factors and sectors....
A cautious cash position, and no ESG Reporting; Our Review of the event