Investment Insights

BESPOKE DIET: FROM HYPE TO REALITY

  • Personalised food is no longer a premium (and somewhat arcane) niche market
  • Technological progress, as well as greater health awareness, is driving growth
  • Picking winners in this burgeoning industry is no easy task though

 

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A ROARING PET ECONOMY

  • In the Covid-world of the past 18 months, human bonding to pets has strengthened
  • Globally the pet products/services market looks set to reach $350 billion by 2027
  • Plenty of investment opportunities albeit not always pureplay and often expensive

 

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FIGHTING CYBERCRIME

  • Cybersecurity is taking on utmost importance, in both the public and private sector
  • Legacy data protection systems require a complete overhaul, towards “Zero Trust”
  • Cloud native players are disrupting traditional security providers

 

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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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