Kategorie: Investment Insights
When our Investment Insights last covered Bitcoin, exactly one year ago, it was trading at around USD 63,000 after a bout of volatility triggered by the halving event. Since then, it has entered a period of relative stabilization, leading some market participants to revisit its potential role in global finance. While certain developments suggest growing […]
Periods of financial market turmoil test the resilience of traditional portfolios. Hedge fund strategies tend to stand out for their ability to generate positive or stable returns, even when equity and bond markets are correcting in tandem. 2022 proved a striking example, offering valuable lessons for navigating the current trade war environment, triggered by the […]
The clocks having just moved to summertime, no doubt that vacations plans are currently being discussed in many a household, with the booking of a cruise an increasingly popular option. Widely publicised new ship launches, a still low penetration rate, investments in private islands and repaired balance sheets: these are just some of the growth […]
Quantum computing promises to transform many industries, thanks to problem-solving capabilities that well exceed those of classic computers. When the leap will be made, and which of the competing quantum technologies wins out remain, however, open questions. Which makes for a field of intense investment, including by governments, but also an uncertain timeline to profitability. […]
Space exploration has long been a source of human fascination, coupled with intense geopolitical rivalry. Nowadays, beyond the thrill of venturing ever further into the universe, it has also become an increasingly important enabler of critical infrastructure for life down on planet Earth. Global communication networks, precise navigation systems and climate monitoring are just some […]
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 […]
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 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 […]
