Insights

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.

Our monthly view on asset allocation (February 2019)
The start of the year was positive for markets despite the continuous deterioration of economic growth data. [...]
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Lessons for contrarian investors in a new era of volatility
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.
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September to December 2018
2018 was a challenging year but Hedge funds outperformed the equity market.
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1 Year in 10 Snapshots 2019
The global economy experienced a steady slowdown in economic activity over the course of 2018.[...]
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INVESTMENT PERSPECTIVES 2019 by our experts
We invite you to click on the link below to discover our macroeconomic outlook 2019.
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December 2018
We have seen quite a sudden reversal in the outlook for Federal Reserve monetary policy.[...]
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Emerging market equities: opportunity amid challenges
While global markets continue their emotional ride, we feel there is value to be found in emerging market equities. [...]
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The themes poised to prosper during US growth renaissance
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.
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Our monthly view on asset allocation (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 [...]
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