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Insights & News

How to Invest in a More Difficult Economic Environment

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.

Growing Prosperity has Potential

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.

Riding the Green Wave in Emerging Markets

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.

Mythology and Fundamentalism in the Investment World

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

The India Wide Web

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

Novo Nordisk's Revolutionary Obesity Drug

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.

Renaissance of The Subscription Model

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.

The Butterfly Effect and Taiwan

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

A Short Term Value Bounce Ignites a Long Term Debate

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.

Storytelling Coming Full Circle With Audiobooks

The publishing market is changing, and so is the way we consume literature. Audiobook and e-book sales are rapidly gaining traction while physical books sales are falling – but results indicate the new formats actually lead to more, not less, reading of physical books.