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05

Weekly Thoughts

competent. professional. current.

competent.
professional.
current.

A weekly note about what is impacting the markets this week. We never stop thinking. This is what’s on our minds with regards to some of the current market trends.

JUL. 01, 2022

Is this the coolest summer of the rest of our lives?

Summer only just started, but much of the world is already experiencing brutal heat.

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JUN. 17, 2022

Milky Way

Which animal drinks the milk of other species?

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JUN. 10, 2022

Prepare for departure?

It has happened to everybody - rushing to the airport just to find out that your flight is being delayed.

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JUN. 03, 2022

Shortage, again

Historically, the word “shortage” had low popularity on Google searches.

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MAY. 27, 2022

Volatility – is all tech created equal?

By now it is clear that the technology sector is entering a slowdown.

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MAY. 20, 2022

Tech bubble – Is it a Déjà-vu?

If you’ve been watching the last one-and-a-half-year’s tech stock rollercoaster with an odd sense of déjà vu, you’re not alone.

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MAY. 13, 2022

Good things come in small packages

This quote is attributed to Aesop and is commonly used to describe the value of things in life.

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MAY. 06, 2022

Here Comes the Sun

Last Saturday, April 30, for the very first time, though only for a couple of minutes, California's energy needs were met solely by renewable energy.

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APR. 29, 2022

In the Name of Free Speech

On April 25th, 2022, Twitter announced that it had entered into a definitive agreement to be acquired by probably its most dedicated fan: Elon Musk.

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APR. 22, 2022

Running low on gas (and oil)

The most visible effect of the Russia-Ukraine war on people's everyday lives is the increase in energy prices.

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APR. 08, 2022

Candy Crush

This week in the office, we were discussing the behaviour of the Activision Blizzard stock.

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APR. 01, 2022

A Rush of Blood to the Head

By now, you must have seen several videos and read comments on Will Smith slapping Chris Rock at the Academy Awards night last Sunday.

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MAR. 25, 2022

Importing Inflation

After being dormant for many years, inflation has made a comeback in the economic news headlines as well as in investors’ worries.

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MAR. 18, 2022

Sorry, we're Closed

On March 8th, the London Metal Exchange was forced to halt nickel trading after its price soared to more than 100'000 USD per tonne, up from 25'000 USD per tonne at the beginning of the month.

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MAR. 11, 2022

Doing Well by Doing Good?

ESG has been the biggest trend in fund investing of the last few years.

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MAR. 04, 2022

Cyber Threats

The recent Ukraine-Russia conflict is being fought on several grounds, among the others, in cyberspace.

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FEB. 25, 2022

Darkest Hour

Yesterday morning, Europe woke up to terrible news: Russia invaded Ukraine.After a couple of months of military maneuvers disguised as “exercises” and called “a bluff” by the Ukrainian president Zelensky himself, Putin ordered to attack in the early morning.

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FEB. 18, 2022

Reopen for Business

Switzerland announced this week that most of the containing measures against COVID-19 are no longer in place as of February 17th, 2022.

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JAN. 28, 2022

Where is the Value?

Since November 2020, the Value style of investing has made a comeback.

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JAN. 21, 2022

Where Do We Go From Here?

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JAN. 14, 2022

Outlook 2022

When we look back at 2021, one may well consider it challenging even though the S&P 500 notched a total of 70 record highs over the year.

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JAN. 07, 2022

The Tokenization Of Art

According to data from DappRadar, NFT sales amounted $2.5bn in the first half of 2021, compared to just $13.7m in the whole of the previous year.

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DEC. 17, 2021

Happy Holidays!

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DEC. 10, 2021

The rise of Corporate Venture Capital

Large companies have long sensed the potential value of investing in external start-ups.

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DEC. 03, 2021

Have You Done Your Christmas Shopping Yet?

It all started with toilet paper and yeast one and a half years ago, then we ran out of exercise equipment, rental cars, lumber, metals, computer chips, and the list goes on and on.

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NOV. 26, 2021

The Great Resignation

Great Resignation is the term introduced by Anthony Klotz, professor of Management at Mays Business School in Texas, to define the increase in the number of resignations in the United States as the end of the pandemic approaches: 3% of registered resignations in fact, in September 2021 it represents a record number in the last 20 years of American history.

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NOV. 19, 2021

Industry 4.0 is no longer a vision

Throughout history, human progress follows a common pattern.

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NOV. 12, 2021

Yet Another Cryptocurrency Article?

Cryptocurrency is no longer a term that a selected few are aware of.

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NOV. 05, 2021

What’s The Colour Of Hydrogen?

Hydrogen is gaining interest of many investors amongst the renewables energy space, considered promising for both clean production and storage.

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OCT. 29, 2021

Blue is the new green

The ocean economy includes everything from shipping and fishing to offshore wind energy and alternative seafood.

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OCT. 22, 2021

The European Venture Capital Scene and its Unicorns

Back in 2013, when Aileen Lee first popularized the term “Unicorn” for software based companies valued at over $1 billion, she had in mind the US market.

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OCT. 15, 2021

Metaverse Is Real

In today’s internet, we often access different digital platforms because they help facilitate physical world experiences.

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OCT. 08, 2021

How Much Do Our Clothes Cost To The Environment?

September is traditionally a fashion month and for this year, the last stop was Paris.

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OCT. 01, 2021

Online Privacy

As technology enters more and more aspects of everyday life, so does the possibility for third parties to monitor the activity of their users.

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SEP. 24, 2021

The Busiest September in more than a Decade

A lot has been going on since the beginning of the month, and China has been at the forefront of the macro picture.

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SEP. 17, 2021

A New Orthodontics Era

Amid the recent adoption of anti-pandemic measures, dentists haven’t practiced for a while and smiles have been often hiding behind masks.

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SEP. 10, 2021

Towards an Off-Earth Economy

The 60-year-old space industry has been transformed in the last decade by improved access to space, emergence of satellite platforms for Lower Earth Orbit, miniaturization of electronics, changing regulatory environment and growing demand for commercial and consumer applications.

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SEP. 03, 2021

Don't Throw Value Away

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AUG. 27, 2021

Beverage Carton vs. PET Bottles: The Recycling Story

The sourcing and production of PET and carton are harming the planet, but the story is different for recycling.

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AUG. 20, 2021

Rapid Growth and Gross Inequality

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AUG. 13, 2021

The Heat Is On

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AUG. 06, 2021

In the Summertime

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JUL. 30, 2021

Much more than just Games

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JUL. 23, 2021

The Olympic (Prize) Price

The Opening Ceremony of the Tokyo Olympic Games has just started.

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JUL. 09, 2021

Emerging Asia: can’t afford to ignore them

Notably emerging Asia’s markets have disappointed over the last decade.

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JUN. 25, 2021

Telehealth: when technology meets healthcare

Yesterday I received my second Moderna vaccine shot.

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JUN. 18, 2021

From Roaring Kitty to Roaring Twenties

Many would argue that when trying to predict the future it can be helpful to look at the past and assess today’s trends.

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JUN. 11, 2021

I'll Take You Anywhere, or Will I?

The pandemic changed our relationship with passenger air travel: all the fleet groundings, travel restrictions, and empty airports are still vivid images for us all.

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JUN. 04, 2021

Fly Me to the Moon

With summer right around the corner, most of us are now looking forward to the holidays and the travel and aviation industries were among the worst hit by the Covid-19 pandemic.

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MAY. 28, 2021

Inflation Worries

Inflation has been at the forefront of investor worries over the last six months, these worries became even more pronounced on May 12th, when the US Consumer Price Index was released, at a level of 4.2% for the month of April.

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MAY. 21, 2021

The Rise of an Asset Class

It was back in the 1980s, when a handful of firms started selectively purchasing Private Equity interests in leveraged buyout and venture capital funds.

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MAY. 14, 2021

And the Rotation Continues

The past 6 months have been characterized by a strong rotation out of the Growth factor and into the Value factor.

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MAY. 07, 2021

Reimagining the Future of Construction

3D printing has been a big buzz term over the past decade.

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APR. 09, 2021

The Hottest Asset Class as of Late

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MAR. 26, 2021

Bitcoin’s Carbon Footprint

Over the past year, Bitcoin has enjoyed new fame with large companies adopting cryptocurrencies, which has sent prices surging.

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MAR. 19, 2021

Higher Interest Rates - Is this an alarming signal for Equity markets?

Neither a soft US inflation reading nor a step-up in ECB bond purchases have managed to contain the rise in global bond yields for very long.

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MAR. 05, 2021

Let’s Talk About Sector Rotation

This week, technology stocks, in particular, have taken a beating as markets are experiencing a huge sell-off.

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FEB. 19, 2021

Living in the Present Means Living Online

As many of us are experiencing our second round of lockdown, we now look back at nearly a full year of life in the midst of a pandemic.

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FEB. 12, 2021

Home Sweet Home

At the onset of the pandemic we had to shift our focus from what a city could offer to what our homes could offer, as restaurants, bars and entertainment venues were progressively forced to close.

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FEB. 05, 2021

David and Goliath

GameStop, the world’s largest gaming retailer, was trending all of last week, as the company’s shares surged 700%.

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JAN. 22, 2021

The Games Might Be Virtual but the Money Is Real

Know the word “geek”?

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JAN. 08, 2021

The Groceries market may be too large for Amazon

I think an interesting conceptual model to think about retail today is to split in two parts; “retail as logistics” and “retail as taste, preference and experience”.

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DEC. 18, 2020

The Race towards Normality

As we are racing towards the end of 2020, for scientists the race towards ending the COVID-19 conundrum continues.

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DEC. 04, 2020

The Irresponsibility of Responsible Investing

If we had to pick a trend that has been at the forefront in fund investments this year, it would definitely be ESG investing.

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NOV. 30, 2020

China’s potential rise in Developed Market Portfolios

The global Coronavirus pandemic, among other events, overshadowed China’s entry into Bloomberg’s bond indices (April 2019) and J.P.

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NOV. 20, 2020

Positioning for Reopening

It’s been nearly two weeks since drug maker Pfizer (PFE US) announced that early data showed their COVID-19 vaccine, which would be the first-ever authorized vaccine that uses mRNA, is more than 90% effective.

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NOV. 13, 2020

Bitcoin vs. Gold, who will win?

Bitcoin has been seeing renewed traction lately with both Square and Microstrategy Group making significant investment into the largest digital currency.

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NOV. 06, 2020

Big Gains for Tech Stocks

It’s Election week (that’s right, week, not day)!

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OCT. 30, 2020

Electoral College Explained

With the race for the U.S.

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