Category: Investment Insights
Amid the fast-evolving global geopolitical landscape, with a focus both on securing supply chains and boosting defence capabilities, rare earths are gaining in importance – and investor interest. What exactly are they, why are they critical, are they truly so rare, and can China’s dominance be challenged: these are the questions that we intend to […]
As we put pen to paper, the healthcare sector ranks last but one in the year-to-date performance table, fostering a distinct sense of “déjà-vu”. Indeed, 2023 and 2024 saw healthcare stocks take very little part in the overall equity market rally. At the onset of this year, however, the lights appeared to have turned greener: […]
As much of Europe suffocates under unusually hot early-summer temperatures, health authorities are insisting on the right gestures to adopt – with ingestion of sufficient fluids topping the list. A timely occasion to take a closer look at the beverage industry, focusing in particular on its fastest growing segment: energy drinks. Currently accounting for ca. […]
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 […]
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 […]
