2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
204 Views
The Era of Robotic Vacuum Cleaners
According to Euromonitor International’s vacuumcleaners data, roboticvacuumcleaners is expected to post the highest volume CAGR of 10% over...
372 Views
Consensus Rethinks Japan, as Serial Extrapolation Proves Costly
We saw consensus ‘groupthink’ reach new levels in 2016, exacerbated by surging AUM managed in trend following style. Extrapolation remains the...
153 Views
Five Key Travel Markets to Watch for Digital Growth
Given the wide popularity of making all types of travel bookings online, the travel industry continues to be one of the industries most impacted by...
182 Views
MedTech as an Investment Theme
Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...
249 Views