Why growth, why now?
It’s been a tough couple of years for growth investors. A nasty cocktail of rising rates and extreme risk aversion following the global pandemic drove huge market swings, leading to a drop in share prices for companies with longer term potential.
The evolution of Japanese small caps
Despite the Japanese stock market already breaking long-standing record highs this year, we believe there is more in store for Japanese equities, in particular for selected small-cap investments.
Increasing signs of a slowdown in the US economy
Global economic growth remains low. Even if the lead in economic growth in absolute terms still lies on the other side of the Atlantic, the dynamics between the European and US economies now appear to be diverging.
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The Duality of the Chinese Equity Market
The Chinese government’s recent regulations towards internet companies were certainly unforeseen and sudden which negatively impacted foreign investors’ willingness to invest in that market and let to an investor flight out the Chinese equity market.