Category: Investment Insights
Given the media and market hype surrounding Generative Artificial Intelligence (AI) these days, let us here take a step back and adopt a more balanced view. AI is not likely to fully replace Human Intelligence (HI) but will rather enhance it, augment it, and ultimately enable it to continue to lead mankind’s innovation and evolution. […]
The time to consider increase small- and mid-cap exposure is now! Over the past few months, these stocks have underperformed their larger peers by a wide margin, to the point, we would argue, of already pricing in a recession. Together with their currently attractive valuation ratios and historically demonstrated tendency to shine early in the […]
In this celebratory issue, we look back to all that has occurred – in financial markets and the world more generally – during the last 100 months. And, must we say, what a ride these eight and something years have been! Our first “Investment Insights” was written just weeks after the Swiss National Bank (SNB) […]
The run on Silicon Valley Bank (SVB) happened largely online, but in essence it was no different to what generations of children have watched in Mary Poppins. When young Michael protests that he wants his tuppence back (to feed the street pigeons!), other customers question whether their own money is really “safe and sound” – […]
After the empty supermarket shelves of the Covid days, it is now pharmacies that are struggling to procure even the most common cold and flu medicines, as many an anxious parent has no doubt experienced. Unusually high seasonal demand is playing a role, but the bigger issues clearly lie on the production side. Pressured by […]
Among the usual new year resolutions, adopting a healthier lifestyle tends to figure high on the list. In 2023, investors too may be well inspired to increase their exposure to sport, with the industry looking extremely attractive at this juncture – particularly in the US. Solid top-line growth, margin expansion and business resiliency: the ingredients […]
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 […]
With nearly two thirds of European buildings at least 35 years of age… … the payback from better insulation is evident, and will be fast to come Can investors look to a similar opportunity in insulation manufacturers? Europe is headed for a tough winter on the energy front and policymakers’ immediate focus is obviously on […]
• 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 […]
