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Trends investing: finding the winners among skewed equity returns
Trends investing: finding the winners among skewed equity returns
A tiny proportion of stocks account for most of the market’s returns.
19-10-2020 | 5ヵ年アウトルック
The Big Book of trends and thematic investing
The Big Book of trends and thematic investing
Trends and thematic investment strategies have enjoyed quite some popularity over the past few years.
15-10-2020 | リサーチ
Covid-19 driving trends: a foot on the brake or the accelerator?
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.
13-05-2020 | インサイト
5G: the next generation mobile data highway
5G: the next generation mobile data highway
Who is best positioned to benefit from 5G?
06-11-2019 | リサーチ
Trends, industries and the quest for outperformance
Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
02-04-2019 | リサーチ
Five things you should know about trends investing
Five things you should know about trends investing
How can you find tools that separate long-term investment opportunities from short-term hypes?
15-03-2019 | インサイト
Cybersecurity: turning threats into investment opportunities
Cybersecurity: turning threats into investment opportunities
The number and severity of cyberattacks has surged over the last couple of years.
13-06-2018 | リサーチ
When paying a high multiple makes sense
When paying a high multiple makes sense
Many investors find it difficult to invest in the stocks of high-quality, high-growth companies because these companies usually trade at high valuation multiples.
22-02-2017 | リサーチ
Strong brands: Ticket to strong performance
Strong brands: Ticket to strong performance
In a world of exploding product choice, consumers increasingly need to cut through the noise to make informed purchasing decisions.
07-10-2016 | リサーチ