Focus
Focus is a thematic publication that analyses an investment opportunity.
How investors can mitigate a second wave meltdown
As governments across the globe gradually ease lockdown measures, investors are turning their focus to the shape of the economic recovery. [...]
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Covid-19 tail risk shows importance of true uncorrelated ret [...]
During SYZ’s annual alternatives conference in January, CQS founder Sir Michael Hintze foretold the assembled group of influential investors an imminent pandemic could hit global markets. This ‘black [...]
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The 2020 yield hunting season has begun
In this focus piece we take a closer look at the fundamental, technical and valuation characteristics of global credit markets and their potential returns for 2020. 
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Looking further than environmental, social and governance (E [...]
Global trends indicate that the flow of capital has been reshaped by the dawn of responsible capitalism. [...]
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Back to Sub
The US Federal Reserve (Fed) has signalled a number of rate cuts in the short term, and the European Central Bank (ECB) is indicating it will use every available instrument in its toolbox, including a [...]
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Cinderella before the ball
European equities are trading at five-year valuation lows due to growth fears and record fund outflows. [...]
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Catch me if you can
In this focus piece we are having a closer look at the fundamental, technical and valuation characteristics of global credit markets, their potential returns for 2019 and indicate our preference for E [...]
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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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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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