Investment Insights

Investment Insights – CAN CRYPTO BITE THE COIN?

  • Cryptocurrencies are back in vogue but do not offer suitable investments, in our view
  • Decentralized, volatile, and often unsafe, they lack many attributes of a real currency
  • Conversely, their underlying Blockchain technology appears much more promising

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Investment Insights – SEA, PIGS, AND SUN

  • In “flight to safety” mode, both tourists and investors tap Europe’s periphery again
  • Better macro fundamentals have created a virtuous circle for those who dared to reform
  • The return of the PIGS still offers attractive cross-asset risk-adjusted returns – Who’s next?

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Investment Insights – DRIVING (IN) THE FUTURE

  • Global mobility is on the rise but Millennials are not interested in owning their own car
  • The shift from a vehicle-centric to a shared platform-centric model is now well underway
  • This disruptive trend creates new attractive cross-sector investment opportunities

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Investment Insights – WANNASMILE FOR WANNACRY?

  • WannaCry – The global annual cost of cyber-attacks is estimated to reach USD 2.1 tn by 2019
  • In the face of this growing risk, cybersecurity spending should top USD 113 bn by 2020
  • The silver lining is that this significant threat is creating attractive investment opportunities

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Investment Insights – WHEN LEGENDS STRIKE BACK

  • Just like Federer and Nadal, some former star companies are still on top of their game
  • Pressure from disruptive newcomers has forced old legends to reinvent themselves
  • They changed coaches, worked on weaknesses, went on diets and eventually struck back

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Investment Insights – SHINES OF LIFE IN GLOBAL LUXURY?

  • The proclaimed death of traditional luxury players may have been a bit premature
  • China alone provides over 100 thousand new millionaires yearly, all potential customers
  • Industry leaders are now back in the spotlight as they adapt to the “new normal”

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Investment Insights – VIRTUAL REALITY ON STOCK MARKETS?

• Bull market is now 8 years old and US stocks are still gaining at a fast pace
• Skeptics say investors are living in a virtual world that will one day hit back
• Future prospects for stocks could be dismal, but virtual reality is here to stay

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Investment Insights – EUROPEAN CORPORATE RENAISSANCE

•For many years, the media has focused on the failures of Political Europe
•Meanwhile, the restructuring of Corporate Europe has gone widely unnoticed
•Good news from European firms should make the headlines again soon

 

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