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Financial Services Bill - Brought from the Commons on 14th January 2021



Has the growth v value stocks trade been overplayed?
The relative performance of growth against value stocks in January as measured by MSCI has now been worse than any time since the 1970s,...
Feb 18, 2022


European Value against Growth: time to concentrate on the EPS and not the sentiment
By Sharon Bentley-Hamlyn, Founding Partner and Investment Manager at Aubrey Capital Management. The outperformance of value stocks over...
Feb 15, 2022


Put Your Money Where Your Mouth is
By Paul Smith, SustainFinance 4th February 2022 Paul Smith, Founding Partner at SustainFinance, makes a mouth-watering case for...
Feb 4, 2022


CHINESE SHAPE SHIFTING: RECTANGLES TURNING INTO CIRCLES?
We published a piece last week suggesting that the valuations of some high-quality growth companies were now discounting investor...
Feb 1, 2022


This really is India's time says Aubrey Capital Management
When it comes to the "big" emerging markets, and by that we mean big by both population and potential, it was a rather binary year in...
Jan 21, 2022


Chartwell Capital: 2022 Outlook
Ronald Chan, Chief Investment Officer and Co-Portfolio Manager at Chartwell Capital says: “If you come to think about the outlook for...
Dec 22, 2021


A STAR is born and growing fast
The STAR provides more scope and flexibility for companies to list compared with pre-existing markets whilst demanding stricter...
Dec 7, 2021


Spanish asset manager doubles football investments during pandemic
Due to the high emotionality, many investors shy away from investing in the sports sector. A Spanish asset manager sees attractive...
Dec 1, 2021


The Aubrey Capital Management boutique lands in Spain with two European and emerging equity funds
"Given that our investment horizon is a minimum of three years, we expect to also find investors in Spain with a longer-term vision" It...
Nov 23, 2021


Chinese policymakers faced with 'moral dilemma' to avoid property crisis contagion
Residential sales to fall 10% next year Authorities in China are faced with a “moral hazard dilemma” as they manoeuvre to contain the...
Nov 22, 2021
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