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.
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.
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.
The European auto industry has for several years seen significant secular headwinds from a technology change that will also challenge the business models of the auto industry in the next decade.
The roll-out of 5G is the most visible battle ground in the new US-China Tech War. Chinese companies have, through very large investments, gained the upper hand and today dominate the standards that will guide the development of future mobile networks globally.