Big waves in thematic investment
Catch up on the discussion
Managed by thematic portfolio managers Koen Popleu and Monika Kumar
Best hidden gems to get your teeth into
Digitalisation brings economic resilience
The global lockdown has decimated some businesses with those in leisure, travel or retail seeing revenues collapse to zero.
Concerns over Facebook and Google behind move
Mayar Capital's experience
Customer numbers rise an average 3.1% across all providers
Industrial real estate was historically the grafter of the real estate market, the small, often hidden part of a manager's portfolio.
Cryptocurrencies' strength amid Covid-19
Biggest changes from the pandemic
Market innovation to continue
Car revolution stretches beyond Elon Musk
Focusing on key enablers of new mobile tech
What the best opportunities in education technology?
We are concerned that the coronavirus could prove to be a headwind to short-term economic growth. At the moment, it is not clear whether the crisis will last a few months or longer.
Managed by Bruce Glazer and Brian Barbetta
Some firms will 'grow through the crisis'
Exploring digital wallets and currency
AI, telemedicine and medical devices
Which frameworks can investors use to navigate markets?
Assessing their ESG credentials
ESG, diversity and thematic investment will shape markets