Some might try to build an organization, where the system is more important than the people. Unsurprisingly, you get exactly what you aim for – a company that loses people.
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.
Is it possible to reach the target of net zero emissions of greenhouse gases by midcentury?
Moore’s Law has been one of the most important drivers of productivity and economic growth over the last 50 years.
Global supply chains are fracturing and critical industries like electronics and healthcare will be centered in the future around two distinct US and China centric supply systems.
The biggest opportunity in equity investments is to look for companies that can compound their earnings over many years or even decades. We emphasize sustainability of growth over magnitude of growth.
Our trend-based, thematic investment approach helps us to differentiate between the day-to-day noise in markets and what is truly lasting knowledge that one can accumulate and hopefully provide superior investment insights over time.
The Cloud will be the foundation for the digital transformation of enterprises as we enter the Second Machine Age. Information technology leveraging a Cloud infrastructure is becoming a central and strategic priority for most businesses. This is a fundamental change that will play out over many years.