Swiss smaller companies: Several unfairly neglected gems

Source photo: GS Swiss PCB

September saw large cap stocks regaining some ground as the bluechip SMI index advanced 1.4% during the month, outperforming the SPI Extra Index, which fell 2.4%.

The current market environment continues to be characterised by an outperforming pharmaceutical sector and the market’s negative sentiment towards industrial stocks has persisted, though September saw a slight recovery in European “value” investment indices that was largely driven by a rising oil price and a consequent recovery in the energy sector.

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Opportunities in Chinese equities – Interview with Jean Keller

In this interview broadcast on 10 September 2018 on the leading daily Chinese business programme ‘Global Business News’, our CEO Jean Keller shares his thoughts on the opportunities the correction in Chinese equities has created for long term investors, and explains why he thinks the outlook is positive despite trade war concerns.

QUAERO CAPITAL builds its ESG expertise with analyst hire

QUAERO CAPITAL is building on its Environmental, Social and Governance (ESG) capabilities with the hire of specialist ESG analyst Georgina Parker.

Georgina joins from the Swiss sustainable finance consulting firm Conser Invest. She will work with funds across the QUAERO CAPITAL investment department, identifying opportunities to expand and enhance their approaches to responsible investment. She began her career in 2007 as an equity analyst with Bessemer Trust, working in both London and New York.

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Investors consider the possibilities of a proposed $200bn US infra spend

Copyright: Austrini. CC BY 2.0
  • Major US Infrastructure networks overhaul planned if legislation passes
  • Infrastructure equities provide proven benefits to investors
  • Private finance and privatisation likely to be required
  • Will experienced, foreign operators be able to access the build-out?

The US government’s ambitious plan to overhaul the country’s infrastructure networks over the next decade provide a huge opportunity for investors, but uncertainties abound: how much of the proposed legislative framework will eventually be voted through, how to buy into what assets. and how much access foreign operators will be able to secure.

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