FocusFocus is a thematic publication that analyses an investment opportunity.
FocusThe 2020 yield hunting season has begun 10 February 2020
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.
FocusLooking further than environmental, social and governance (E [...] 29 October 2019
Global trends indicate that the flow of capital has been reshaped by the dawn of responsible capitalism. [...]
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.
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.
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 [...]