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?
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.....
Harnessing disruptive structural growth
Jupiter´s Guy de Blonay on where to find next generation, innovative technology companies....
Navigating Corona Crisis and Exploiting a new Set of Opportunities
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....
The importance of staying invested
A short reminder from history....
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....