We use cookies to collect statistics. By clicking OK you accept the use of statistic cookies. You can decline the use of statistic cookies by clicking here. Find out more about our cookie policy here.OK
The Next Decade belongs to the Long-Term Investor

Short termism is a problem as it undermines future economic growth as the lack of long-term investments leads to slower GDP, higher unemployment and lower investment returns.

Riding the Green Wave in Emerging Markets

The need to improve general public health in Asia creates good investment opportunities. Especially improvements related to the environment and air pollution offer multi-year growth potential.

Mythology and Fundamentalism in the Investment World

”Reversion to the mean” is viewed by many as a natural law. But the story of humanity is one of long-term progress.

The India Wide Web

We believe that a fourth Internet – Jio – is currently emerging in India.

Renaissance of The Subscription Model

In today’s cloud and streaming based world, the subscription model has attracted ever more attention over the past few years, from both consumers as well as businesses.

The Butterfly Effect and Taiwan

Over the last half a century, Moore’s Law has been a key force driving global economic growth.

A Short Term Value Bounce Ignites a Long Term Debate

The market narrative often centers around the old question of “growth vs value”, a debate that goes as far back as the 1930’s with the founding of T. Rowe Price.

Storytelling Coming Full Circle With Audiobooks

The publishing market is changing, and so is the way we consume literature. Audiobook and e-book sales are rapidly gaining traction while physical books sales are falling – but results indicate the new formats actually lead to more, not less, reading of physical books.

Are Technology Stocks Too Expensive?

Technology and internet shares (“Connected Lives”) have been on a tear and have been the sector leading equity markets higher. For instance, in 2017, US technology shares rose almost double compared to S&P 500, which rose 22% in USD. Does this mean that technology stocks have risen too fast and are overpriced, thus arguing for a lower portfolio allocation?

Creating Value Through Experiences

Today, people are increasingly spending more money on enjoyable activities rather than buying physical things. As a result, experiences have become an important competitive parameter as they add value to a product and have the potential to increase differentiation.

Asian Insurance Has Great Potential

The middle class in Europe and the USA is burdened with debt and may not in the future be the growth engine it has been for the last 50 years. However, the fast growing middle class in many developing countries today and the implied increased disposable income clearly indicates that a new strong purchasing power is emerging.