The Big Trends - Part 4: Artificial Intelligence, Data and Cloud Infrastructure
This is the fourth edition of our big trends series, and we are going to have a look at disruptive technologies. There’s a lot to cover, so we’ll spread it over a few weeks, starting today with: Artificial intelligence, Data, and Cloud infrastructure.
The transition to cleaner sources of energy is not only a secular trend, but one that appears to be accelerating. There are three major reasons that this is occurring now: Energy Independence, Climate Change, and Economics.
We're 2 weeks into our Big Trends series and this week we’re focusing on the major demographic and geopolitical trends likely to shape the next few decades.
Big trends, megatrends, secular trends - call them what you like, but understanding them is essential if you want to generate outsize returns. If you can identify the industries that will benefit from big, long-term trends in business and the economy, you’ll be a lot closer to picking the best companies to invest in. These will be the companies that are able to compound their earnings at above-average rates for 10 to 20 years.
The trends unfolding in healthcare are some of the most compelling for investors. Healthcare costs are high, particularly in the world’s largest economy. People are also living longer, and requiring more healthcare. And, of course, there are still diseases like cancers that remain resilient to treatment.
While 2022 was a rough year for the technology sector, it was even worse for listed fintech companies. Even industry leaders like PayPal and Block (Formerly Square) saw their stock prices fall 80%...
Over the course of June we have seen small and midcap stocks outperforming the headline indexes in the US, as well as in other markets.
Investors started the year wondering if the global economy was in for a hard landing that would force central banks to pivot and start cutting rates, or if a ‘soft landing’ was still achievable...
On Tuesday, Japan’s Nikkei 225 index crossed 33,000 for the first time since 1990. We decided to have...
While investors are trying to decide whether the rest of the market is going to catch up with big tech or vice versa...
In just the last month, we’ve had US debt ceiling talks go from global crisis mode to a potential resolution (still to be determined)...
The best luxury goods are typically “better quality” than their cheaper counterparts in the sense that they are more durable...
Equity markets are still at the upper end of the recent range despite concerns about the debt ceiling, growth and inflation. Investors seem to be sitting on the sidelines until the debt ceiling issue is resolved...