2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
270 Views
MedTech as an Investment Theme
Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...
397 Views
Cybersecurity as an Investment Theme (Part 2)
By 2020, the global cybersecurity market is expected to be worth $170bn, up from $77bn in 2015. But the core issue is that companies need “better”...
321 Views
Cybersecurity as an Investment Theme (Part 1)
The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn...
301 Views
US Election Global Implications: Top Six Issues
Donald Trump has been elected as the next US president. However, unlike Clinton, Trump did not comprehensively outline his domestic and foreign...
286 Views