Conventional wisdom suggests that markets with a wider spread in returns between the top and bottom performers (also called dispersion) can reward an active investment approach. These rewards can be boosted further in markets where new information is harder to come by and diligent research can add consistent value. In equities, a good example of […]
Read More...
Zurich’s Global Growth Share Fund has generated 11.78% p.a. return since its inception in 2009 to the end of February 2016 – ahead of global benchmarks. In this video, Bernard Chua from American Century Investments shares the fund manager’s formula for selecting high performing stocks.
Read More...
Making a call on whether ‘growth’ or ‘value’ will perform better in a given market is tough. Perhaps one way to sidestep the need to ‘call’ the market is to re-think the definition for growth? The question to ask is not ‘what is a growth stock’, but rather ‘when’ is a company a growth stock.
Read More...
China’s economic slowdown, plummeting commodity prices led by oil, and stuttering global growth have combined to create the worst start to the year on record. You can’t blame investors for feeling anxious as the media speculates that there could be more turbulence to come.
Read More...
Launched in partnership with our investment partner American Century Investments, Portfolio Manager Laura Granger highlights the key features and benefits of the new Zurich concentrated fund and how it can work within a client’s portfolio.
Read More...
