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Tag: Equities

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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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Quarterly View: Equities to Continue Rising in 2022

Despite significant uncertainty in the short term due to the...

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Monthly Market Monitor

In-depth review of asset class and economic activity via impactful...

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Earnings Watch: Optimism Amid the Worry

Key Takeaways   Third-quarter earnings came in well ahead of...

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