Filtri

ISOLATED YET CONNECTED

Social distancing brings many challenges but also the opportunity to study and work differently Artificial intelligence (AI), chatbots and extended reality are transforming the online learning experience Remote working is a win-win solution – for employees, employers but also the environment

Health-e Connections

Medical information-sharing & intelligent devices are transforming the healthcare industry But data security and privacy concerns must be addressed to embrace this revolution MedTech companies, new entrants, IT/healthcare partnerships: investment opportunities abound

Currency Warriors

As the pool of negatively-yielding debt grows, central banks need to rethink their toolbox Currency manipulation (i.e. management): the last twist in the global trade dispute? But no matter who wins the currency war, gold is usually the safest bet for investors…

Fashion victims

Increasingly frequent purchases of inexpensive garments cause severe environmental damage Circular business models are now gaining traction all along the fashion supply-chain Recycled materials, clothing repair/re-commerce/rental or virtual styling: opportunities abound

Shake or Break?

Regulators are considering toughening their stance on Silicon Valley giants Breaking up the GAFA companies or forcing greater competition: that is the question Either way, investors are set to benefit from greater levels of scrutiny and transparency

Another “G”, Sir?

5G promises much greater speed, more density, less latency – and better energy-efficiency Huawei under US fire – more to do with global 5G domination than trade considerations These technological advances will transform our world – opening up investment opportunities too

Pump’N’Dunk

With their millions of followers, star athletes boast an ever-greater marketing clout Basketball epitomizes the importance of lucrative endorsements – and young talents On the court are Nike and Adidas… but also up-and-coming Chinese challengers

Rent-All services

Product as a Service – Why purchase a product when you could instead share it? A pay-for-use model promotes quality and longevity, rather than volume of production Rethinking how products are brought to consumers matters to all companies – and investors

Streaming out loud

Streaming media platforms have disrupted the entire entertainment ecosystem – More to come With the technology now mainstream, the (expensive) race for content is on… Picking the winning content makers will be key… but alternative investments offer value too

THE SHOW MUST GO ON

From vinyl records to digital files, a wind of change has blown over the global music industry Streaming & concerts have overtaken physical sales – Revenues back to their 2006 peak in the US Digitalization has created new opportunities but not all players will top the Billboard charts