Jonathan Moog, CFA, and the Lizard Investors team concentrate on the international small- to mid-cap space because they believe there are inefficiencies in that market.
Taking environmental, social, and governance (ESG) factors into account and avoiding unsustainable investment choices is not a theoretical fad but a robust downside protection mechanism and an attractive outperformance opportunity deserving of attention.
The key to success for emerging markets is to reform institutions to compete for talent and capital on a global scale, according to Martyn Davies. Diversification is not a policy, but a “people-driven initiative” about attracting skilled workers and intellectual property.
What is fintech? Over the last year, as I have followed the subject through reading, attending conferences, and speaking with experts in the field, my answer to the question seems to have evolved.
Amid recent developments in China and the speculation surrounding them, it is important for investors to understand the trends affecting the economy and the direction of China's macro policies. Three points in particular need to be highlighted.
Investors love stories. Narratives can help to make sense of facts and figures. Stories can convey meaning by juxtaposing often unrelated information, and they offer hope. But not all stories have happy endings. The latest chapter of the emerging markets growth story has come as a nasty surprise to many, and there may be worse to come.
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