Tag: Equities
ES Baker Steel Gold and Precious Metals Fund B Class Factsheets July 2021
The Fund rose +2.1% during the month (B Class), compared...
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Q2 Earnings Season – Europe in Pole Position
The global macro environment appears shrouded in uncertainty, owing to...
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China’s New Regulatory Cycle
Since first visiting China in 1982, I’ve witnessed the country’s...
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Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns
Earnings acceleration—a change in the velocity of growth—indicates something is...
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Summer Firmly Descends on the Markets
Both equities and bonds are often characterised by particular patterns...
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What Does Company Optimism Tell us About the Outlook for Markets?
Our recent observations of corporate behaviour have seen us become...
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The Changing Landscape of the Large- and Mid-Cap Growth Asset Classes
Nicholas J. Paul INSTITUTIONAL PORTFOLIO MANAGER Historically, an allocation to...
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Revenge of the Old Economy
An impending global recovery that includes higher consumer spending, a...
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BAKERSTEEL Electrum Fund I Class Factsheet July 2021
The Electrum Fund rose +3.7% during the month (I2 EUR),...
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Growing Chinese Regulatory Burden a Way of Life
Robert M. Almeida GLOBAL INVESTMENT STRATEGIST, PORTFOLIO MANAGER Equity markets...
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