Equities
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?
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....
