This time is different
Why this cycle will be unusual and what to do about it by Reji Vettasseri The cause: a liquidity squeeze The response: unprecedented stimulus The effect: asymmetric impact
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Clean hydrogen’s moment
Building a hydrogen eco-system will be key in attaining carbon-neutrality targets Investors have been flocking into companies that promise a revolution in transportation For less hyped and more indirect investment opportunities, look rather to the industrial space
The rise of e-sport
Virtual competitions helped keep fans, broadcasters and sponsors satisfied during lockdown The Covid-19 pandemic may well be serving to accelerate the transformation of the sport ecosystem Streamlined events, less travel, greater digitalisation: the characteristics of tomorrow’s sporting world?
Decalia Circular Economy earns LuxFlag ESG label
LuxFlag, the independent investment fund rating agency, has awarded DECALIA Circular economy with the ESG label. The strategy has been recognized for its commitment to sustainable principles throughout its investment process.
Glocalisation 1.0
The Covid-19 shock is driving individuals, companies and governments to look inward. Supply chains, particularly – but not only – in critical industries, stand to be overhauled. Reshoring and greater operational resilience will, however, come at a certain cost.
The new European circular economy plan
Interview with Clément Maclou on the new European Circular Economy plan. This plan is one of the main blocks of the European Green Deal. Many initiatives were announced for a cleaner & more competitive Europe.
Saddle up!
As they ease lockdown measures, authorities are unveiling ambitious schemes to increase cycling Demand for e-bikes, in particular, is booming – a silver lining of the coronavirus A thriving biking ecosystem offers many opportunities for investors
Seeking outperformance in the COVID-19 storm
Analysing why crisis-era funds deliver enhanced returns and where to deploy today Analysing performance over the cycle Why downturn vintages outperform Cooperation, between countries but also companies, will be essential in this effort
The race for a vaccine
Exiting lockdowns will take time and involve systematic testing & tracing Defeating Covid-19 requires an effective vaccine – still at least 12 months away Cooperation, between countries but also companies, will be essential in this effort