Kategorie: Investment Insights
Chinese authorities seem to be finally putting an end to their strict zero Covid policy. But the pandemic, with its extended periods of factory lockdowns and port closures in China, will leave a lasting mark on supply chains. Starting in March 2020, populations and company managements alike learnt in the hard way that access to […]
As the “Qatar World Cup of Shame”, to quote Amnesty International, sees the top football nations compete in brand new air-conditioned stadiums, we in true DECALIA tradition – and with perhaps just a touch of irony – propose an alternative competition. One in which these 32 countries win or lose their games based not on […]
In an inflationary world, long live the strongest currencies – USD and CHF notably At the corporate level, this new forex order is reshuffling competitiveness cards Consumers too may be laughing or crying, depending on where they live and travel Massive stock market correction, bond crash and extraordinary greenback appreciation: 2022 will certainly be remembered […]
• Growing audiences, TV rights, sponsorships, company revenues… • … the ball is rolling fast on the women’s sports field • Enough to hope for the gender pay gap to recede? They brought it home! A feminine “they”, mind you, in the final match of a Euro 2022 tournament that heralds a new era for […]
•Sustainable exploitation of the maritime environment is key to fight climate change •Addressing the plastic waste issue will require significant (public and private) funds •Recycling should be expanded – making for diverse investment opportunities Those lucky to be enjoying a beach vacation this summer certainly want to swim in pristine waters. But it is not […]
•Enabling iPhone users to refuse tracking was not just about defending privacy •Ad budgets are shifting to platforms with first-party access to customer data •Regulators need to balance risks to competition with privacy benefits for users When Apple introduced App Tracking Transparency (ATT) back in April 2021, forcing applications to request permission before monitoring user […]
CONTENT What is it and is it new? Imagination on the loose? So how can we invest? And what about ESG considerations? The metaverse, the newest buzzword in town. Ever since Facebook, one of the largest companies in the world, decided to change its name to Meta and pledged to invest $10bn a year in […]
•Surging demand for electric cars has driven lithium prices to stratospheric levels •As supply has fallen behind the curve, procurement is a key focus for auto makers •They are also investing heavily into battery manufacturing – vying for a competitive edge Elon Musk just made the headlines with his acquisition of Twitter. What if his […]
•Limited supply and increasing demand: such are the dynamics of the water market •Climate change only worsens the picture, heralding shortages and conflicts •The need -and investment opportunity- for better infrastructure/efficiency is great With the war in Ukraine, access to energy and agricultural commodities is an immediate worry and, quite understandably, the subject of much […]
CONTENT Antivirus The Corporate Security Castle is dwindling The problem is you As always in tech, the rise of buzzwords How do we secure alpha? In 1999, 15-year-old James Jonathan was able to hack and shutdown NASA’s computers for 21 days. August 2013, account information of more than three billion of Yahoo customers had been […]
• More efficient heating/cooling systems are paramount in fighting climate change • Technology, regulation & investment are helping drive down “operational carbon”… • …making “embodied carbon” the next frontier for building industry – and investors Alongside their many other geopolitical, economic and human ramifications, the dramatic events in Ukraine have pushed the oil price above […]
