Japan continues to be demographically challenged but is a global power house in our identified mega-trend of Productive and Digital Society with robot technologies, global MedTech champions, and high-tech components and materials providers.
Today, almost 10 years after the financial crisis, we are in the later stage of a rising equity market. The increased turbulence makes many investors ask: Buy, sell, or hold?
You can actually win elections on slogans like ‘Make America Great Again’. The nationalistic message resonates with voters across the world. This secular increase in nationalism is a classic counterreaction to crisis. And a counterreaction to decades of globalization.
Certain companies perform commercially better over time. Their results are reflected in their long-term share price performance. The same applies to individuals. Some people perform commercially better over time, and this is something investors can learn from.