Our management approach follows rigorous and thorough investment processes based on our assessment of the macroeconomic situation and on a fundamental analysis. We share all our insights with you.
Asset Allocation InsightsOur monthly view on asset allocation (February 2019) 11 February 2019
The start of the year was positive for markets despite the continuous deterioration of economic growth data. [...]
FocusLessons for contrarian investors in a new era of volatility 07 February 2019
One thing that is certain in this era of market volatility is our skills will be thoroughly tested. Read on for the 10 lessons in investing to help contrarians navigate this new stage of the cycle.
Asset Allocation InsightsINVESTMENT PERSPECTIVES 2019 by our experts 08 January 2019
We invite you to click on the link below to discover our macroeconomic outlook 2019.
FocusEmerging market equities: opportunity amid challenges 19 December 2018
While global markets continue their emotional ride, we feel there is value to be found in emerging market equities. [...]
FocusThe themes poised to prosper during US growth renaissance 04 December 2018
John Indellicate, Co-Portfolio Manager, Scout Investments, explains why he sees attractive opportunities in US mid-caps and the key investment themes poised to flourish in the near future.
Asset Allocation InsightsOur monthly view on asset allocation (November 2018) 22 November 2018
The month of October introduced a sharp correction to financial markets on the back of concerns about a Chinese slowdown, peak earnings, trade war, the Italian budget and the tightening of US monetary [...]