The original report titled "The Disruptive Strategist Q2 2023 – Executive Summary" dives deep into the revolutionary domains of artificial intelligence (AI) in healthcare, virtual and augmented reality (VR and AR), and the dynamics of China’s electric vehicle (EV) market.
In the wake of rising uncertainties, investors often gravitate towards the familiar comfort of cash. Yet historical data and current market indicators suggest that transitioning into fixed income may present a more fruitful strategy. By analyzing past rate cycles, there
The article, "Investing in AI: Navigating the Hype," highlights the transformative potential of artificial intelligence (AI) in reshaping economies and industries. It delves into the surging valuations of AI stocks, drawing parallels with historical tech bubbles, and offers a fresh
Unraveling Africa's Climate Paradox Despite contributing to less than 3% of global carbon emissions, Africa is disproportionately affected by the devastating consequences of climate change, becoming the least climate-resilient region globally. While the continent grapples with the adverse impacts of
Markets had a “grumpy August”. Bond yields rose in response to the US still growing too fast, while the confirmation of deflationary risks in China – and the lack of policy response – dampen investors’ animal spirits. Euro area softness
