Paisley recently presented at the FSA Long Term Investing Forum in Singapore on “European smaller companies as a source of sustainable alpha”.
In this brief video, he discusses whether unproven business models and lack of liquidity make small caps more of a gamble than an investment; what he likes and avoids in the asset class; and political risk to his investment thesis.
Investors turn to real estate for alternative income
Smartphones on wheels
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
Appetite for thematic investments grows amid rates and inflation concerns
How can a sustainable approach also ensure you don’t compromise performance?
Driving decarbonisation: how to access new forms of alpha
China’s post-pandemic growth gathers pace
Eastspring landing page
Sustainable Investing in Changing Market Conditions
Who’s afraid of higher interest rates?
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
Part of the Mark Allen Group.
