PORTFOLIO Stocks & equity markets

Mid-cap stocks exposed to structural change, ‘picks and shovels stocks’ and undervalued frontier market businesses are three areas of investment that would likely slip below the radar of the more passive and large-cap focused emerging market investor. For active, fundamentals-driven investors like us, they represent a great opportunity.

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PORTFOLIO Bonds & fixed income

Impacts of regulation & quantitative easing: How do you assess the liquidity situation of major bond markets? Which parts of the global fixed-income universe are currently depicting the strongest declines in liquidity and to what extent could those shortages potentially pose a threat to other market segments?

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