Equities
Using AI to Pick AI Stocks
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....
Exploiting Europe’s Exporting Excellence
Finding alpha in European small and mid-cap equities.....
Emerging markets: Building the core allocation of the future
Wellington´s Dáire Dunne on the forces behind structural change in Emerging Markets and how a thematic approach will help identify opportunities going forward...
Are We at Peak Cycle for Equities
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....
Berkshire Hathaway’s 2019 AGM
A cautious cash position, and no ESG Reporting; Our Review of the event
ESG, Credit Risk and Ratings: A Case Study
Can ESG ratings on sovereign credit help manage long-term risks?
Alternative Risk Premia: An introduction
In the first of a series, we look at how Alternative Risk Premia can provide an uncorrelated source of return that can be added to investment portfolios....
Frontier Market Focus: Africa – Cinderella offers great promise
By 2025, Africa’s GDP is forecast to be one third of USA GDP but it seems like many international investors are giving up on the continent. We suggest that Africa perhaps deserves more attention than it´s getting....
30 Years of Impact Investing
Jupiter´s Charlie Thomas reflects on legacy, long-term thinking, labels and how to navigate an ever growing investment universe...
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...
