Bitcoin, the largest and most important cryptocurrency, recently broke through the momentous barrier of USD 1 trillion in market value.
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Why do ‘quality compounder’ stocks always look impossibly expensive?
Trends investing focuses on the structural winners of secular growth trends, better known as ‘quality compounders’ – quality growth stocks able to compound shareholder value on a consistent basis.
Not all investable trends and themes are about fancy tech innovation
While some of the most attractive trends and thematic investing narratives have to do with technology and innovation, it’s not always the case.
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.