Computing's evolution, epitomized by Qualcomm/ARM, Samsung/Apple, and Google/Facebook/Uber in the mobile era, shifts from semiconductors to infrastructure to software/services, a pattern expected to repeat in the emerging GenAI era.
Energy transition solutions need to be aligned with the energy trilemma of sustainability, security, and affordability. We see 5 broad building blocks for reaching net-zero longer term.
In this and a follow-up white paper, we will update our outlook on the path to net zero and share our views on what’s needed to get back on track, as well as any relevant investment implications.
The multi-decade development of globalization is reversing, and the implications are broad and profound. In this paper, we explore the implications from the point of view of the industrial economy.
As an active equity investment firm, we have fiduciary responsibility for the long-term investment returns of our clients, where all material aspects of sustainability are carefully considered.
The Big Government theme cuts across and influences many of our other themes. In thinking about the future and searching for thematic tailwinds it is becoming much more important to understand the long-term priorities of governments.
This paper addresses five key questions that C WorldWide is typically asked by professionals assesing our investment approach – our objective seeks to provide what could be considered the wrong answers for what we consider to be the right reasons.
There is definitely a sense of change in the air. The payments sector as such, will continue to see attractive growth for at least another 5 years, and likely for the rest of this decade.
The outlook for the payments industry is today less clear than it was 5 years ago. Changed consumer preferences and new, more agile competitors have changed the competitive landscape.
In this paper, we attempt to show how one can connect the large market caps of the “hyperscale” vendors to their large addressable market, superior growth, dominant market shares and high margins.
