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Weekly Thoughts

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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. 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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