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GOODBYE TO TRACKING?

•Enabling iPhone users to refuse tracking was not just about defending privacy •Ad budgets are shifting to platforms with first-party access to customer data •Regulators need to balance risks to competition with privacy benefits for users When Apple introduced App Tracking Transparency (ATT) back in April 2021, forcing applications to request permission before monitoring user […]

LEVERAGING ON THE NEW NORMAL

The case for european venture debt •The tech sector is not broken, valuations are going through readjustment •A new scenario has emerged leading to increased cost of the equity vs debt •Market shift from “growth at all costs” businesses to profitability model Since our latest publication, the European tech private market continues to evolve in […]

HYDROGEN IS ON ITS WAY TO A DYNAMIC FUTURE

•  The properties of hydrogen •  The position of hydrogen in the energy sector •  Market evolution to 2050 •  Investment opportunities In this first ecology series, the focus is on the significant untapped potential of hydrogen. Already more than 5 decades ago, hydrogen made the headlines as the essential fuel source that brought APOLLO […]

BEACH 2.0: A love boat?

•The lifting of Covid restrictions is boosting demand for travel and recreation •Companies are scrambling to recruit additional workers & having to pay up for them •Stocks prices are still scarred, making for some interesting but selective opportunities With summer almost here, the call for the BEACH is growing – as in Booking, Entertainment, Airlines, […]

Rebalancing for rising rates

Read our latest Private Markets quarterly article Rebalancing for Rising Rates discussing which private markets strategies are likely to outperform in a rising interest rate environment, by our Lead Alternative Portfolio Manager, Reji Vettasseri. Key conclusions: Private credit favoured over highly levered LBO deals – Private credit set to earn higher yields as rates rise, […]

Li-ion batteries: the new frontier

•Surging demand for electric cars has driven lithium prices to stratospheric levels •As supply has fallen behind the curve, procurement is a key focus for auto makers •They are also investing heavily into battery manufacturing – vying for a competitive edge Elon Musk just made the headlines with his acquisition of Twitter. What if his […]

The ultimate resource

•Limited supply and increasing demand: such are the dynamics of the water market •Climate change only worsens the picture, heralding shortages and conflicts •The need -and investment opportunity- for better infrastructure/efficiency is great With the war in Ukraine, access to energy and agricultural commodities is an immediate worry and, quite understandably, the subject of much […]

GREENER BUILDINGS

• More efficient heating/cooling systems are paramount in fighting climate change • Technology, regulation & investment are helping drive down “operational carbon”… • …making “embodied carbon” the next frontier for building industry – and investors Alongside their many other geopolitical, economic and human ramifications, the dramatic events in Ukraine have pushed the oil price above […]

VINTAGE has become SO TRENDY!

Second-hand online exchanges are thriving, thanks to the pandemic but not only. Going forward, they stand to play a key role in a more circular economy… …as well as being an attractive – high margin/return/growth – investment space. The move towards a more circular economy is far from just a short-term fad. Unlike many other […]