Investment Themes and Strategy

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Investment Themes and Strategy
A Grassroots® Research study shows that more than 80% of IT decision makers in the US plan to spend more on information tech this year, thanks in large part to recent tax reform. Almost three-quarters said their organisations have at least one or more artificial intelligence-related projects in progress.
14/06/2018
Investment Themes and Strategy
Our research has found that up to 50% of firms may not be prepared to follow the EU’s tough new GDPR law, which is set to take effect in May. But stiff financial penalties aren’t the only risk for businesses that aren’t properly guarding their customers’ digital data.
09/05/2018
Investment Themes and Strategy
Companies that recognise the importance of ESG factors – and manage them well – are increasingly attractive to investors, while companies that fail to pay attention to ESG can be perceived as higher risk. This is causing a paradigm shift in the investment world.
07/05/2018
Investment Themes and Strategy
In May 2018, a number of China’s A-shares will become part of MSCI’s flagship emerging-market index for the first time, and we believe investor interest is likely to grow. But in many ways, this market is as misunderstood as it is underrepresented in portfolios, so here are 10 things investors should know.
26/04/2018
Investment Themes and Strategy
Active managers outperformed their passive peers during the two most recent major market downturns – a key consideration as today’s abnormally long cycle winds down. Moreover, passive investments can be less liquid in volatile markets, and reduced central-bank stimulus could mean lower correlations.
23/04/2018
Investment Themes and Strategy
The fashion industry heard a long-overdue wake-up call after the April 2013 Bangladesh factory collapse that killed and injured thousands. Since then, new industry agreements have improved worker safety, but one major accord will soon expire. Investors focused on ESG factors can help keep up the pressure.
19/04/2018
Investment Themes and Strategy
The prolonged low-interest-rate environment is forcing institutional investors to come up with new strategies to reach their target returns. One way they can do so is by broadening their traditional portfolio allocations to include alternative investments offering higher riskadjusted returns, better diversification, and lower market sensitivity. However, this does involve some specific challenges.
13/04/2018
Investment Themes and Strategy
Official productivity measurements have been falling for decades – a puzzling development given the rapid pace of high-tech innovations. But rather than functioning as productivity-enhancers, many of these innovations disrupt economies and markets. This could have major implications for jobs and productivity, and trigger unforeseen amounts of social and political change.
12/04/2018
Investment Themes and Strategy
In his interview Gerhard Single, Head of Family Offices D/A/CH, talks about this highly diverse client segment.
12/04/2018
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