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March 2017

Strategy Value, the obvious factor

All famous investors from Benjamin Graham to Warren Buffet have, first and foremost, been fervent advocates of value investing. Value can be assessed in very diverse ways and value investing can also suffer from some drawbacks. Here are a few pointers for understanding value (...)

March 2017

News Qatar Investment Authority to Sell 40 pct of Santander Brasil Stake

Qatar Investment Authority ("QIA") announced the launch of a secondary public offering of its American depositary shares ("ADSs") of Banco Santander (Brasil) S.A. ("Santander Brasil") (NYSE: BSBR).

March 2017

People Moves Clinton L. Stevenson Named Investment Director of Investment Manager Engagement Programs

The California Public Employees’ Retirement System (CalPERS) has named Clinton L. Stevenson the investment director of the Investment Management Engagement Programs (IMEP).

March 2017

Strategy Buying the oil dip

A recent drop in energy-related assets looks to be overdone. We believe this creates opportunities in selected energy equities and credit — even as we see oil prices trading mostly sideways in the near term.

March 2017

Strategy What are the appropriate investment strategies in today’s volatile market?

Macro-economic figures are currently strong almost everywhere in the World. The ISM index is back to its local high in the US, PMI indices are also well oriented in Europe, China has stopped being a concern and even Japan’s growth seems to be coming back, albeit (...)

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