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.
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 [...]
FocusThe wonderful benefits of High Yield in a rising rate enviro [...] 14 November 2018
The High Yield asset class introduces a number of positive characteristics to portfolios in a rising rate environment, namely low correlation to traditional Fixed Income, equity like performance with [...]
FlashUS mid-term elections: a brief guide to the three different [...] 06 November 2018
The US mid-term elections will take place today (Tuesday 6 November). [...]
FocusThe weight of #MeToo in responsible finance 05 November 2018
The Weinstein case, CO2 emissions quota trading schemes and China’s renewable energy subsidies have little in common. Nevertheless, these three factors change the way we invest.
FocusWill rising interest rates spell the end for dividend strate [...] 30 October 2018
Income-oriented investors have long viewed dividend equities as an attractive source of yield. [...]
FocusTime to dust off the inflation playbook 26 October 2018
Investors have recently become more concerned about inflation, which has led to both equity market volatility and a jump in bond yields. [...]