Small wonder: the case for global small cap
We believe the small cap market offers exposure to quality global companies with diverse earnings drivers and potential for resilience, regardless of the the macroeconomic backdrop.
Japan’s decade of sustained momentum: is it here to stay?
We believe several catalysts are creating a paradigm change in the country: the shift from deflation to inflation, corporate governance reform and increased domestic flows.
The substitution effect: AI and the labour market
As investors, we need to know how firms will manage the seismic shift that jobs markets will experience due to generative AI over the next few years and decades.
With macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Balancing uncertainty and optimism
The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
Europäische Small-Caps – ein Ausblick
Die Bewertungen sind zunehmend attraktiv, was für eine erneute Outperformance von Small-Caps spricht.
European smaller companies outlook
Valuations are increasingly attractive, supporting the case for renewed outperformance of small cap stocks.
European smaller companies outlook
Valuations are increasingly attractive, supporting the case for renewed outperformance of small cap stocks.
‚Higher for longer’ rates will curb inflation, so quality is the way to go
Interest rates are at or close to a peak, but will remain higher for longer. Recession in the US remains likely, much more so than in Europe. We think European equities may once again outperform the US.
Die European Select Strategy: Gründe für qualitativ hochwertige Anlagen
Die langfristige Outperformance der Strategie gegenüber der Benchmark und unsere bisherigen Erfahrungen bei der Überwindung von kurzfristigen Rückschlägen stimmt uns positiv für das letzte Quartal 2023.