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Analysis

Steve Lipper

14 December 2021 • By Steve Lipper • 1 min read

Global small cap outlook: What’s likely to continue – or change?

Our distinct experience and perspective as global small cap specialists have provided a very specific lens through which we view the current market. ...

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Steve Lipper

Stop it or COP it

In the lead up to the Climate Change Conference in Glasgow, we were inundated with projections, pledges and pathways about our greenhouse gas future. ...

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Steve Lipper

Is the housing market facing headwinds coming into 2022?

The last 12 months have seen unprecedented growth in the housing market. In fact, we have seen the strongest growth in housing market values since the...

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Steve Lipper

Why the ‘green bond’ label isn’t enough

Climate change is the defining issue of our generation, and the evidence is clear that the appetite for sustainable investments is only going to incre...

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Steve Lipper

Active v passive debate: Ignore ‘either-or’ and choose ‘both’

The active versus passive debate is a perennial but misplaced one. Striking the ideal balance between the two distinct investments can greatly influen...

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Steve Lipper

Building blocks key to emerging market returns

By comparing the returns of developed markets to emerging markets (EMs) using the building blocks of earnings per share (EPS) growth, income, valuatio...

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Steve Lipper

Reflections on quality and ‘the ultimate resource’

With 2021 characterised by strong commodity prices, we are often asked our view in terms of the sustainability of this trend. At the risk of embarrass...

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Steve Lipper

Could the bull market that started in 2009 be coming to an end?

Global equity markets have continued to break new ground this year, but could the bull market that started in 2009 be coming to an end? Equity valuati...

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Steve Lipper

The challenge for asset managers in the climate crisis

For all the wrangling over targets and commitments at COP26 in Glasgow this month, one thing is clear: the transition to a net-zero economy will requi...

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Steve Lipper

Slow and steady wins the race – green infrastructure and green energy

The growth outlook for renewable energy is incredible and was even before COP26 and the hope that, after so much wasted time, more ambitious global ef...

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