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Follow the trends

15th January 2021   There are times when it is rewarding for the investor to go against the flow and take a contrarian position. As a general rule, however, it is more advantageous to follow trends...

Future Health - Transition to Home: The New Hub of Healthcare

20th January 2021   Home-based health players provide a multitude of healthcare services to chronically ill patients directly at home. COVID-19 revealed several shortcomings in the healthcare system, particularly hospitals and skilled nursing facilities as the central hubs of care delivery.

Three Avenues of Reflecting Climate Change in Portfolios

13th January 2021   Given the long-term economic impact, climate change is becoming recognized as a significant risk in investment portfolios. We provide a framework on how to integrate climate change into investment decisions.

Outlook 2021

1st December 2020   The COVID pandemic and resulting restrictions are set to weigh on the global economy over the winter months. Yet the breakthrough to an effective vaccine, sets the stage for a broader global economic recovery in 2021, which will be supported by generous fiscal transfers and monetary accommodation.

The Climate Transition: High Noon for Investors

4th January 2020   "We only have 7 years left until global warming reaches 1.5°C." This is the sober, albeit abridged, conclusion of the scientific studies of the Intergovernmental Panel on Climate Change (IPCC).

Monitoring the rebound in inflation

22nd January 2021   Financial markets are once again in a Goldilocks-scenario: expansionary fiscal policy and high household savings trigger expectations of a strong rebound in economic growth once COVID-related restrictions can be lifted.