Research & Insights
Thoughts on the future: a fresh take on the megatrends shaping our world.
Featured:
Why Investors Need to Rethink Their Infrastructure Allocation
In the dynamic landscape of global infrastructure investing, the traditional perceptions and approaches no longer hold true. The changing face of infrastructure – influenced by technological advances, sustainability imperatives and evolving economic needs – presents a unique set of challenges fo...
The US-China Trade War: A New Chapter in Graphite Export Restrictions
Trade tensions between the United States and China, simmering over years of tariffs and restrictions, have recently escalated with China’s move t...
From Defence to Dollars, How AI is Reshaping Cybersecurity Stocks
Have you ever wondered what it would be like if cybersecurity systems could not only react to threats but predict and prevent them before they occu...
Thematic Commentary – 31 October
In today’s rapidly evolving market, investors need to stay on top of the latest trends and themes that fuel growth. In this monthly publication, ...
Cultivated Meat Takes Centre Stage: Europe’s First Application Submitted in Switzerland
In a ground-breaking stride towards transforming the global food industry, cultivated meat has emerged as a revolutionary solution that promises to...
Virtual roundtable: discussion on the future of infrastructure investing
Infrastructure ETFs have faced significant challenges in 2023, experiencing a YTD net outflow of -$USD 382 million (ETFBook 30.09.2023) in Europe....
The Metals and Minerals That Power Wind Energy
Wind energy is an essential source of renewable energy that is rapidly growing in popularity worldwide. The construction of wind turbines requires ...
Inflation-Proofing and SDG-Boosting: The Case for Infrastructure Investing
Remember when some pundits were talking about inflation being “transitory” a couple years back? So much for that! The overwhelming consensus is...
Innovations in Carbon Capture: Turning Emissions into Opportunities
The Paris Agreement was an international treaty adopted in 2015 that marked a significant global commitment to addressing climate change. It set o...
Thematic Commentary – 29 September
In today’s rapidly evolving market, investors need to stay on top of the latest trends and themes that fuel growth. In this monthly publication, ...
What are the business models and strategies of the circular economy?
We hear a lot these days about the importance of moving to a more circular economy as a key response to the intensifying global climate and environ...
