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Insights & News

Blockchain and the Future of Payments

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 Payments Industry after Covid-19

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.

The Transition to the Cloud – A Midlife Checkup

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.

China's Relevance for the Global Investor

China has a strong investment potential and is a frontrunner for the developments in other emerging market countries.

Building a People's Business in Asset Management

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.

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.

Net Zero Emission – Mission Impossible?

Is it possible to reach the target of net zero emissions of greenhouse gases by midcentury?

Leading Edge; Pushing the Boundaries and the Future of Compute

Moore’s Law has been one of the most important drivers of productivity and economic growth over the last 50 years.

Fragmenting Supply Chains & the Rise of Robots

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 Anatomy of a Compounder

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.