Investment themes and opportunities 2021

As we start the year, we would like to share some of our expectations for markets, industries and the companies we invest in. Our World Stars Global Equity strategy finished the…

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Regulation, politics and big tech

Much of the social, economic and political development of the modern period is driven by technology, innovation and disruption. Steam power, combustion, electricity, telephony, computing; and today, digital transformation has…

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The race for COVID-19 vaccines

Scientists across the world are working around the clock to develop vaccines against SARS-CoV-2, the virus which is responsible for the COVID-19 global pandemic.  Although therapies such as Gilead’s newly…

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Risk, resilience and income opportunity

Every month that passes by brings more visibility on the economic impact of the Covid-19 virus past, present and future.Reported economic and corporate data highlights the extent of the damage…

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