30 April 2025

The Rise of the Nation-State and Regional Allocations

A more fragmented and regional world challenges previous global investment paradigms – and increases the need for active and forward-looking capital allocation.

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29 January 2025

DeepSeek – A sputnik moment

Equity markets globally reacted abruptly on Monday, 27 January, due to the introduction of the DeepSeek language model.

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