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Investment Talks 10.06.2022 Navigating an inflationary environment in US and global equities

Understanding the outcome of the May FOMC meeting and its market and implications

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Investment Talks 12.10.2021 Higher rates provide a second chance to play US value opportunities

Nowadays, US value trades at its steepest discount to growth since 1999. However, declining Covid-19 cases, a broad-based economic recovery, prospects of higher interest rates as we progress out of the pandemic, and the return of persistent inflation pressures should help close the valuation gap between growth and value stocks.

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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 years as US equity markets became more concentrated and dispersion declined: concentration in the five largest stocks in the S&P 500 had been increasing since 2013 and it peaked at 24% in 2020, when Alphabet, Amazon, Apple, Facebook and Microsoft benefited from a stay-athome environment in which people increasingly used technology to communicate, shop and work.

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Investment Talks 21.10.2020 Time to reconsider US growth and value ?
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The outperformance of growth stocks over value stocks has reached record levels, as has the valuation gap.

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