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Analysis

Scott Berg

02 February 2021 • By Scott Berg • 1 min read

Gains still to be found in global equities

Equity markets delivered extraordinary returns in 2020, but the first quarter of 2021 will certainly test investors, given the return of uneven and co...

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Scott Berg

Recovery offers opportunities in green initiatives and infrastructure

We believe 2021 will be a period of strong economic rebound. While the magnitude of the rebound is what could shape the bull-bear debate next year, he...

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Scott Berg

Closing the gap between estimated and actual carbon emissions: A call for mandatory reporting

Investors have an important role to play in improving the environment and mitigating climate change. Noticeably milder winters and hotter summers thro...

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Scott Berg

Can ESG investing boost performance?

Investing in line with environmental, social and governance (ESG) principles is rapidly becoming mainstream within funds management. Increasingly, inv...

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Scott Berg

Private markets: The quest for diversification

Institutional investors have long thought of private markets as a way to boost returns. But the recent challenging economic conditions have further en...

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Scott Berg

Video gaming and e-sports: A long-term secular growth opportunity

2020 was the year where long-term digital trends experienced a “Great Acceleration”. One of the most recognised long-term secular trends is the vi...

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Scott Berg

Sustainable investing: The road ahead

Humanity is currently facing the social and economic effects of an unprecedented global pandemic, alongside increasing evidence of the impact of clima...

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Scott Berg

The case for waste and water investing

With continuing growth in our world population, improving water and waste management is becoming a vital issue for governments and businesses to addre...

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Scott Berg

The most lucrative part of the journey lies in micro caps

Holding high-quality businesses for the long-term is something most investors have an appreciation for, and rightly so. However, we rarely hear about ...

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Scott Berg

3 lessons investors can learn from 2020

2020 has been a year for the history books, and investors have made their way through uncharted territory. While we may prefer to forget the trials of...

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