Equity

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Insights Paper 7.05.2021 SPACs: Beyond exuberance, back to reality

SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.

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Insights Paper 27.04.2021 Why now is the time for active management in US equities

We believe now may be the best time in recent history to invest with an active approach in US equities. Passive indices outperformed active managers in recent y...

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Investment Talks 29.03.2021 European equity value has further to go in this cycle
153

Initiated in April based on a cheap quality cyclical stock rebound, the value rotation in Europe has accelerated, favouring deep value names – the segment most ...

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US Value
Insights Paper 9.03.2021 The unique time for US value: rotation from growth plus innovation, qu...
433

The rotation towards value is a key theme of our 2021 investment outlook.

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Insights Paper 27.07.2020 The Case for US Equities in Global Portfolios
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The post-pandemic market reality accentuates the attractiveness of the US stock market.

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Insights Paper 10.07.2020 Time to play a cyclical recovery in European equity
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Cyclical conditions are turning more positive for Europe.

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Insights Paper 28.04.2020 Covid-19 will redesign sector opportunities amid gradual normalisation...
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The spread of coronavirus in Europe and the United States triggered a worldwide stock market crash in March, followed by a partial rebound.

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Insights Paper 8.01.2020 Time for a flight to cyclical value in European equity
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When we look fundamentally at the risks and rewards in equity markets for 2020, we find that value offers better opportunities than growth as implied expectatio...

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Insights Paper 14.11.2018 What lies ahead for the US economy and markets?
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The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.

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