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Quality Growth Boutique Viewpoint | Read | 9 min Jul 01 2022 by Matthew Benkendorf In times of panic, investors need a dose of healthy optimism How can you find growth in times of panic? Difficult markets are not to be feared. Investors need an optimistic resolve and a clear roadmap: identify businesses with sustainable and predictable earnings streams, pricing power, and lower leverage, and avoid stocks trading at exorbitant multiples that are vulnerable to higher discount rates. Read more
Sustainable Equities Boutique Viewpoint | Read | 3 min Jun 27 2022 by Alex Stauffacher Roger Merz Marc Bindschädler What next for Asia tech? – Chinese internet shares may be bottoming out In 2021, Asian internet stocks, dragged down by Chinese blue chips, massively underperformed their US peers. But the valuation chasm between Asia and the US has narrowed of late. With Chinese regulators easing their grip, the country’s internet stocks may be bottoming out, which could be an opportunity for able stock pickers. Read more
Fixed Income Boutique Viewpoint | Read | 7 min May 23 2022 by Jim Stahl Video didn’t kill the radio star… and neither did supply chains Credit Analyst Jim Stahl tunes into the US radio industry and explains why radio is experiencing a resurgence thanks to digital marketing and podcasting. Read more
Sustainable Equities Boutique Viewpoint | Read | 3 min May 18 2022 by Roger Merz Thomas Schaffner Marc Bindschädler China – green shoots of market stabilization The lockdown in Shanghai is sending shockwaves through markets while the Chinese government is trying to handle the health crisis without losing face. Still, things seem to have stabilized, and there are hopes that the leadership will crank up the economy. Markets would benefit, and so could stock pickers, according to our mtx equity experts. Read more
Fixed Income Boutique Viewpoint | Read | 4 min May 16 2022 by Wouter Van Overfelt Finding alpha in geopolitical uncertainty Opportunities to generate alpha are abundant in emerging market corporate bonds, according to Head of EM Corporates, Wouter van Overfelt. Read more
Quality Growth Boutique Viewpoint | Read | 4 min May 13 2022 by Douglas Bennett Quality Growth: The last man standing Like the end of a long evening of revelry, the decline in the fortunes of momentum growth and value companies leaves the Quality Growth investors, in our opinion – still standing. Companies with pricing power, low debt, and consistent earnings may be the slow but steady winners in the race to beat the market. Read more
Quality Growth Boutique Viewpoint | Read | 7 min May 04 2022 by David Souccar Cloudy with a Chance of a Bear Market Bear markets do not send advance warnings. But investors can pay attention to red flags. Valuation multiples are well above the long-term average and consensus estimates are bullish on earnings growth. The good news is that investors can prepare for macro uncertainty and minimize capital loss. Read more
TwentyFour Asset Management Viewpoint | Read | 8 min Mar 10 2022 by Mark Holman Where do fixed income investors go from here? Global bond markets have moved sharply in the wake of Russia’s invasion of Ukraine as investors have tried to assess the impact of an unprecedented raft of financial and economic sanctions. Read more
TwentyFour Asset Management Event Replay | Watch | 41 min Feb 09 2022 by Mark Holman TwentyFour Q1 2022 Investor Update For our Q1 fixed income event, Mark Holman, portfolio manager at Vontobel boutique TwentyFour Asset Management, provided an update on the firm’s flagship, global unconstrained strategy, the Vontobel Fund – TwentyFour Strategic Income Fund. Watch now