How investors could take advantage of the already big and exponentially growing AI market
By: Björn Jesch
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
The magic of some mega cap stocks and the headwind of rising interest rates have had quite an impact on small caps since 2022. But the wind is slowly beginning to shift.
Critical technologies are being identified and promoted as deglobalization advances
How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.
As a relatively young asset class, cryptocurrencies, in our view, could be a valuable portfolio addition in an uncertain (rather than just a risky) world
How (not) to identify the long-term beneficiaries of artificial intelligence (AI) and other types of disruptive technologies.