Category: Investment Strategy

In 2023, we have followed key healthcare technology trends that are reshaping the healthcare industry, as well as the influence these trends have on consumers, providers, and insurance companies.
U.S. markets have recovered following 2022’s historic selloff, leading some to question what comes next. Valuations are elevated, the cost of capital is the highest it’s been in decades, and overall economic and geopolitical uncertainty remains. In this environment, we believe certain active approaches are better positioned to benefit than others.
China’s changing macroeconomic and geopolitical dynamics call for a nimbler and more selective investment approach. Renewable energy and industrial automation are among the developing opportunities where we see value creation potential.
Throughout emerging markets, advances in technology are enabling the creation of digital banking solutions that better address evolving consumer preferences and enable billions of the unbanked to access the financial system.
Businesses that provide the building blocks for generative AI or that can harness its power to provide better products and services should be the beneficiaries of this first wave of the artificial intelligence revolution
ChatGPT has practically turned chipmaker NVIDIA into a household name. We believe NVIDIA and other companies along the semiconductor value chain should grow more than expected, benefitting not only from AI adoption but also from other new technologies that demand more powerful and more complex chips.
While there is a long road ahead before data-driven decision-making becomes common across organizations, we believe businesses that enable this data stack will be an important area for venture capital investment in the years to come.
Low penetration of traditional banking services creates considerable growth opportunities for emerging markets banks, while the maturity of the financial services sector in developed markets limits these opportunities.
The leading EM banks have three key advantages that many of their developed-market counterparts do not share.
We believe businesses that can set prices, enable automation, and provide cost-cutting solutions are best positioned to weather today’s inflationary environment.