Equities
Private Equity Secondaries – An under-followed asset class
Jerome Marie of ODDO BHF explains why he believes that future outperformance lies in Private Equities secondary market.....
Frontier Market Focus: Uzbekistan
Finding the beginnings of growth cycles by staying off the beaten track....
Valuation Bifurcation Persists
We sit down with Jupiter´s James Clunie to discuss value vs growth and why it´s time that the markets again will recognise fundamental value....
Global Growth Slows, With Trade Wars Biggest Risk
What lies ahead; State Street Global Advisors is first out to give their view on what investors can expect, and what they should be looking out for, in 2019....
Egypt: Amongst the Cheapest Frontier Markets
An oasis of growth in a slowing global economy....
Europe’s Migration Nations
Without immigration, Europe's population is set to decline by around 10% over the next three decades. Is Europe's situation sustainable?...
How minimum variance strategies have performed in US downturn
For risk averse investors, low volatility equity strategies have offered the chance for investors to moderate the volatility. But have they worked?....
ROIC and concentrated portfolios – An Antidote to Short-termism
Warren Buffet has famously said that if you are not prepared to hold a stock for 10 years you should not be thinking about owning it for even 10 minutes...
Quantitative Management vs. Traditional Fund Management
A quantitative approach to stock-picking doesn't have to mean a blind trust in computers...
Why pressure is growing on investment management costs
The growth in index investments over the last decade has been one of the biggest trends in investment management. There have been a number of factors behind this, but for many making the switch cost is the starting point.