Equities
Global Equities – 2021 Outlook
A preference for Asia, dubbel-digit returns in EM, false confidence and a modest bias towards growth over value.....
Time to Look Ahead to a New Year: 2022
With a tight consensus now formed on the likely shape of 2021, mulling the outlook for 2022 might be more interesting, and more productive.....
Veritas’s Global Equity Allocations
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.....
Q&A: Jupiter’s Naylor-Leyland on a Golden Opportunity, Shrinkflation and Political Money
Does gold and silver still have a role to play in a well-diversified portfolio?
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?
A Different Perspective on ESG, Growth and Technology Investing
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.....