McSkimming presented at the FSA Investment Forums in Singapore and Hong Kong on “Smaller companies as a source of attractive returns and sustainable alpha”.
In the video, he discusses the yield curve and small cap investing, explains how he defines a “quality” company, and provides his view on small cap dividends.
Investors turn to real estate for alternative income
M&G Episode Macro shines after tough year
Despite headwinds, ESG continues to perform
Taking a thematic approach to harness disruption
Conditions in the high yield market
China’s post-pandemic growth gathers pace
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
An investment opportunity for the coming decades: the environment
How ETFs offer an active way to drive sustainable returns
The future of mobility
Battleshares’ old versus new, Goldman Sachs’ Cassandra warning, Hong Kong property’s negative equity woes, Ninety One’s trillion-dollar question, Contrarian alert from CB, Lists and much more.
Part of the Mark Allen Group.
