Investment Insights

PRECISION FARMING

  • Technological advances are revolutionising agriculture practices…
  • … promising lower costs, higher productivity and, above all, enhanced sustainability
  • The investment world is buzzing with new up-and-coming agtech companies

 

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A GOOD TIME FOR A NEW TASTE!

  • Few industries have been as hard hit as restaurants during the Covid pandemic
  • Digitalisation, merchandising, layout: new ways of doing business are here to stay
  • Customers are looking for an “experience”, whether eating out or at home

 

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E-BIKE SHORTAGES

  • Rising demand for e-bikes is more than just a temporary phenomenon
  • Ongoing supply chain disruptions are making for much extended delivery times
  • The whole biking ecosystem is thriving, as mobility undergoes a (green) revolution

 

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The case against oil bashing

  • Under mounting pressure, Big Oil is struggling to shake off its negative image
  • Yet, many producers – notably European – are actively transitioning their business
  • Being invested means having a say in this change… and reaping attractive returns?

 

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AND THE WINNER IS… SWITZERLAND

  • This month will – at long last – see 24 nations contend for the Euro 2020 trophy
  • Defying football odds, our macro scoring system puts Switzerland as the favourite
  • Defence, midfield, attack: to perform well a portfolio must be strong all-round

 

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ANYONE FOR A MEATLESS BURGER?

  • Eating too much meat is bad for the health, the environment and the conscience
  • The market for plant-based substitutes is transitioning from niche to mainstream
  • Sensory experience, price and availability: the three hurdles to mass adoption

 

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A NEW ERA IN SPORT

  • Outdoors too, technology is transforming our lives
  • Smartwatches: from a fashion item to a health essential
  • Digital innovation is making sport safer and… more fun!

 

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GENDER DIVERSITY MATTERS

  • The trend towards ESG investing continued unabated in 2020
  • Social and Governance issues took centre stage, in a troubled context
  • Diverse leadership brings clear benefits – not just in the corporate world?

 

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THE HOLY GRAIL OF IMMORTALITY

  • Scientists are making rapid progress in deciphering the mechanics of ageing
  • Much extended human lifespans no longer belong to the realm of fantasy
  • Plenty of beneficiaries beyond transformational or technology companies

 

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‘TIS THE SEASON OF GAMING

  • A new cycle begins, with Sony and Microsoft’s next-generation consoles
  • The entire food chain stands to benefit
  • Other tech, but also media, actors are vying for a part in this 10th art

 

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BEYOND CASH

  • The Covid-19 pandemic has upped the speed of digitisation of financial services
  • Online lending, P2P transactions, mobile wallets, cryptocurrencies: fintechs are reshaping the industry
  • Regulators will be the ultimate judges, balancing the benefits and risks of an increasingly cashless society

 

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RETAIL INVESTORS STRIKE BACK

  • Day trading platforms like Robinhood have attracted scores of new users this year…
  • … contributing to a self-fulfilling rally in equities, but also greater polarisation and volatility
  • History is not kind as to how such bubbles end – although the turning point may not be imminent

 

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CLEAN HYDROGEN’S MOMENT?

  • Building a hydrogen eco-system will be key in attaining carbon-neutrality targets
  • Investors have been flocking into companies that promise a revolution in transportation
  • For less hyped and more indirect investment opportunities, look rather to the industrial space

 

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THE RISE OF E-SPORT

  • Virtual competitions helped keep fans, broadcasters and sponsors satisfied during lockdown
  • The Covid-19 pandemic may well be serving to accelerate the transformation of the sport ecosystem
  • Streamlined events, less travel, greater digitalisation: the characteristics of tomorrow’s sporting world?

 

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GLOCALISATION 1.0

  • The Covid-19 shock is driving individuals, companies and governments to look inward
  • Supply chains, particularly – but not only – in critical industries, stand to be overhauled
  • Reshoring and greater operational resilience will, however, come at a certain cost

 

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SADDLE UP!

  • As they ease lockdown measures, authorities are unveiling ambitious schemes to increase cycling
  • Demand for e-bikes, in particular, is booming – a silver lining of the coronavirus
  • A thriving biking ecosystem offers many opportunities for investors

 

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THE RACE FOR A VACCINE

  • Exiting lockdowns will take time and involve systematic testing & tracing
  • Defeating Covid-19 requires an effective vaccine – still at least 12 months away
  • Cooperation, between countries but also companies, will be essential in this effort

 

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ISOLATED YET CONNECTED

  • Social distancing brings many challenges but also the opportunity to study and work differently
  • Artificial intelligence (AI), chatbots and extended reality are transforming the online learning experience
  • Remote working is a win-win solution – for employees, employers but also the environment

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COVID-19: Remote Work, a new normal?

  • At the time of writing, more than 3 billion people are confined to homes across the world due to COVID-19.
  • Remote work is now undoubtedly becoming the “new normal” for many businesses, even with the presence of children at home.
  • Remote Work has always been one of the sub themes in our DECALIA Circular Economy strategy, given the benefits it creates on environment, productivity and morale.
  • While the speed of adoption was supposed to be gradual, given the severity and magnitude of the current lockdown, Remote working is now being adopted by almost everyone. However, we must ask ourselves, is this change in working behavior here to stay?

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How I learnt to love confinement and live like a Millennial

  • At the time of writing, Italy, Denmark, Belgium, Spain, and France have all gone on nation-wide lockdowns. The UK, and we assume many others, are likely to follow suit, soon.
  • There is no precedent for almost entire populations working from home, with schools and borders shut.
  • These are truly extraordinary times, and not a scenario any market participant was betting on just four weeks ago.
  • While the depth of the crisis took us by surprise, consumer patterns have shifted to businesses we know and like. It looks like staying at home is forcing entire populations to live more like Millennials!

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