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Capital Market Line: The End of Economic Fragility

The global pandemic triggered a new cycle that is shaping...

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Environmental Impact Strategy

We are witnessing a rapid shift in values toward sustainability...

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Starting with a Bang

Key Points   The Fed started 2022 with a clear...

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Beware the Sirens’ Call

The decision to put cash into markets this year depends...

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What Does Genetic Research Look Like? A Case Study

Thematic or megatrend strategies typically focus on the coming wave...

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Fighting Climate Change: The Investors’ View of Net-Zero

The investor and private funding community will play a crucial...

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Light at the End of the Inventory Tunnel

As we enter the third year of the pandemic, most...

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Investor Letter 2022 – Structural Change in ESG

I hope you have found the Turning Stones blog of...

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Implications from a Reshaping of the Semiconductor Supply chain

Asia’s dominance of the global semiconductor supply chain is likely...

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Investment Outlook – January 2022

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