Many have concluded that the US is the promised land while Europe is a wasteland. While there are many reasons to be impressed by the US, investors should not disregard the Old Continent, Europe.

Some investors have written China off. Some even consider the country uninvestable. However, many Chinese companies now lead their global sectors with promising prospects.

This paper discusses how passive investment strategies have driven the market narrowness and increased equity markets’ price inelasticity.

While some companies are favourably positioned to capture long-term value from a data-driven business model, for the majority, data will be a prerequisite to remain competitive and not necessarily a long-term driver of shareholder value.

We emphasise the sustainability of earnings growth over the magnitude of earnings growth. Consumer Staples companies are increasingly challenged as they face cost inflation and increased sustainability costs.