Trends investing: finding the winners among skewed equity returns
A tiny proportion of stocks account for most of the market’s returns.
The Big Book of trends and thematic investing
Trends and thematic investment strategies have enjoyed quite some popularity over the past few years.
Covid-19 driving trends: a foot on the brake or the accelerator?
The unprecedented global policy response to the Covid-19 outbreak has brought us into uncharted territory regarding its future socio-economic fallout, and therefore presents major navigational challenges for investors.
5G: the next generation mobile data highway
Who is best positioned to benefit from 5G?
Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
Five things you should know about trends investing
How can you find tools that separate long-term investment opportunities from short-term hypes?