Filtri

Retail investors strike back

Day trading platforms like Robinhood have attracted scores of new users this year… … contributing to a self-fulfilling rally in equities, but also greater polarisation and volatility History is not kind as to how such bubbles end – although the turning point may not be imminent

Clean hydrogen’S moment?

Building a hydrogen eco-system will be key in attaining carbon-neutrality targets Investors have been flocking into companies that promise a revolution in transportation For less hyped and more indirect investment opportunities, look rather to the industrial space

Investment Insights – L’ascesa dell’e sport

Le competizioni virtuali hanno aiutato a mantenere tifosi, emittenti e sponsor soddisfatti durante il lockdown La pandemia di Covid-19 potrebbe contribuire ad accelerare la trasformazione dell’ecosistema dello sport Eventi in streaming, meno viaggi, maggiore digitalizzazione: le caratteristiche del mondo sportivo di domani? Per saperne di più

Saddle up!

As they ease lockdown measures, authorities are unveiling ambitious schemes to increase cycling Demand for e-bikes, in particular, is booming – a silver lining of the coronavirus A thriving biking ecosystem offers many opportunities for investors

THE RACE FOR A VACCINE

Exiting lockdowns will take time and involve systematic testing & tracing. Defeating Covid-19 requires an effective vaccine – still at least 12 months away. Cooperation, between countries but also companies, will be essential in this effort.

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