Category: Investment Insights
Very best wishes for a healthy and prosperous 2025! Moving into this new year, I have polished my crystal ball to come up with 10 predictions that could shape portfolio returns over the next 12 months. Some can be considered as general macro themes, a few may be provocative, many will not materialise, while others […]
As many leaders across the globe are coming to acknowledge, achieving ambitious 2030/2050 sustainability targets necessarily involves affording nuclear energy a prominent role. As an emission-free source of base-load power, with plants that offer exceptional longevity, it stands to be a key vector of the necessary energy transition away from fossil fuels. This despite lingering […]
In early 2023, Blackstone’s Jon Gray claimed private credit was in a “golden moment”. Others soon started talking of a “golden age”, and by year end Blackstone execs were bopping to the Christmas song “It’s the Alternatives Era”. The thesis is simple: high interest rates and reduced competition from traditional lenders have boosted returns on […]
Since the breakout of the war between Russia and Ukraine, the Spanish economy has proved remarkably resilient, outperforming its German peer – despite the latter being generally considered the engine of Europe. A dynamic that was also evident at the recent Euro 2024 tournament, where the Spanish team claimed the overall trophy after eliminating host […]
Have you ever overlooked the true value of something that lies right in front of your eyes? Cables are such an example – critical yet underappreciated components of our interconnected world. For years, the cable industry was viewed as slow growing, and cyclical. Recent projects and investments point, however, to a significant transformation, warranting a […]
We are at the dawn of the surgical robot revolution. Procedures in numerous fields, ranging from orthopaedics to urology, and cardiology to gynaecology, are now performed with the assistance of robotic systems – bringing undeniable advantages in terms of precision and control, but also patient outcomes. Assuming cost and other hurdles are overcome, the adoption […]
Relatively simple business models can also be highly rewarding for investors. Industrial distributors have not only proved so in the past but are today being eyed by renowned businessman Brad Jacobs. With AI all the rage on (and off) stock markets, and a subject rather for experts, we thought readers might find an article about […]
The first few months of 2024 have again proved choppy times for bitcoin, whose price started by soaring to an all-time high at over USD 73,000 on 14 March, before correcting sharply, recovering much of the lost ground and then dropping again. As of early May, bitcoin was down ca. 23% from its peak, but […]
The US market may well have its Magnificent Seven stocks, but we have our own Magnificent Swiss on this side of the pond, with little to envy to the former over the long run. Indeed, putting aside our Mighty Federer, Speedy Odi or Super Lara just for a moment, the Swiss equity market has also consistently stood out over the years, serving as […]
When the Writers Guild of America finally lifted its 148-day long strike in late September 2023, it hailed a major victory in the battle over the use of AI in the film and TV industry. The terms of the agreement signed with the Alliance of Motion Picture and Television Producers preclude studios from resorting to […]
For most companies active in the solar space, the stock market ride of the past few years has been very rough – a far cry indeed from the performances of the “Magnificent Seven”. Massive Chinese production of solar panels has caused a global supply glut, exerting downward pressure on end prices. Combined with the failure […]
