FocusFocus is a thematic publication that analyses an investment opportunity.
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 [...]
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. [...]
FocusUncovering the pioneering firms leading the fight against ca [...] 19 October 2018
Pioneering developments in oncology deliver in both areas: progress in fighting the second leading cause of death globally and access to leading-edge healthcare innovators with growth potential.
FocusKey Things Investors Should Consider In 2018 14 August 2018
Macroeconomic backdrop is supportive of ‘risk-on’. This can quickly change, but for now, a lack of inflation pressure and positive growth should fuel financial markets. [...]
FocusEuropean Banks and the search for value 03 August 2018
European banks remain one of our highest conviction sectors within credit as a number of developments in monetary policy, banking fundamentals and regulatory changes should support positive performanc [...]
FocusEuropean Credit Outlook for H2 2018 : Time to Buy ? 27 July 2018
After more than one and a half year trending up, Euro credit markets have been under pressure during the first half of 2018. [...]