History shows that high-quality companies typically perform well when global economic growth slows. Even recessions come to an end, and then it’s good to be in a position that has a longer-term perspective.

We live in a world of constant change. Long-term investors who understand the potential and dynamics of this development can take advantage of a host of exciting investment opportunities within the theme of financial inclusion.

The need to improve general public health in Asia creates good investment opportunities. Especially improvements related to the environment and air pollution offer multi-year growth potential.

”Reversion to the mean” is viewed by many as a natural law. But the story of humanity is one of long-term progress.

We believe that a fourth Internet – Jio – is currently emerging in India.

According to the WHO, worldwide obesity has nearly tripled since 1975. In 2016, more than 1.9 billion adults, 18 years and older, were overweight. Of these over 650 million were obese.

In today’s cloud and streaming based world, the subscription model has attracted ever more attention over the past few years, from both consumers as well as businesses.

Over the last half a century, Moore’s Law has been a key force driving global economic growth.

These are interesting times for Europe. The next six months will be a milestone for whether COVID-19 will accelerate the fragmentation of the EU or the virus will make the federalists’ dream of a common fiscal union come true.

The market narrative often centers around the old question of “growth vs value”, a debate that goes as far back as the 1930’s with the founding of T. Rowe Price.