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24 Jun 2022

QD view – Discounted opportunity – Not all private equity is exuberant growth plays

If investors listened to the headlines, they would be understandably nervous about the prospects for private equity. Vincent Mortier, chief investment officer of Amundi, the largest asset manager in Europe, described parts of the industry as a “Ponzi scheme”[1], while former Pimco chief Mohamed El-Erian also raised concerns about the sector, notably its claims to […]

27 May 2022

QD view – Unloved quality

At a time when high inflation and rising interest rates are unnerving global stock markets, it would seem like a moment for quality companies to come to the fore. These businesses should have impeccable credentials for an uncertain world – sound business models, strong management teams, expanding market share – providing stability at a time […]

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