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Insight & News Selector

The Longer-Term Investment Consequences of the War in Ukraine

As we try to assess the longer-term implications of Russia’s vicious attack on Ukraine some conclusions come quickly and are hard to dispute. These are the known knowns.

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.

Maslow's Pyramid of Needs, Energy, and Defense in a New Geopolitical Reality

We are deeply disturbed about the future of Ukraine and the western liberal order. However, it is also a time to reflect and consider what has brought Europe into this calamity.

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.

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.

Cloud Computing at an Inflection Point

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.

European Auto Manufacturers - Value Stocks or Value Traps?

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 New Tech War and the Geopolitics of 5G

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.

Europe's Lost Decade and its Banks

The underperformance of European equities over the last decade has been massive. We believe this is attributable to both the composition of equity markets with Europe having a deficiency in large cap growth companies as well as the severe underperformance of its banks.