Focus
Focus is a thematic publication that analyses an investment opportunity.
Focus
 Covid-19 tail risk shows importance of true uncorrelated ret [...] 20 Apr 2020
During SYZ’s annual alternatives conference in January, CQS founder Sir Michael Hintze foretold the assembled group of influential investors an imminent pandemic could hit global markets. This ‘black [...]
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Focus
 The 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. 
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Focus
 Looking 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. [...]
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Focus
 Back to Sub 24 July 2019
The US Federal Reserve (Fed) has signalled a number of rate cuts in the short term, and the European Central Bank (ECB) is indicating it will use every available instrument in its toolbox, including a [...]
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Focus
 Cinderella before the ball 23 Apr 2019
European equities are trading at five-year valuation lows due to growth fears and record fund outflows. [...]
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Focus
 Catch me if you can 15 March 2019
In this focus piece we are having a closer look at the fundamental, technical and valuation characteristics of global credit markets, their potential returns for 2019 and indicate our preference for E [...]
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Focus
 Lessons 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.
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Focus
 Emerging 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. [...]
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Focus
 The 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.
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