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Tag "technology"

Slimme datacenters: een revolutie in groen vastgoed

Slimme datacenters: een revolutie in groen vastgoed

🕔12:05, 7.Apr 2021

De uitbreiding van de digitale economie doet de vraag naar datacenters toenemen, maar baart ook zorgen over hun energieverbruik. De oplossing voor dit probleem is een aantrekkelijke belegging in groen vastgoed. 

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Facial Recognition and Human Rights: Investor Guidance

Facial Recognition and Human Rights: Investor Guidance

🕔10:38, 6.Apr 2021

Technology has brought the world some wonderful benefits – and some wonderful investments. Technology has allowed many professional workers to continue their jobs from their homes during the current pandemic. President Biden conducted a significant portion of his election campaign from his basement. Yet we must be aware in any new technology that unintended consequences can arise.

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Podcast: The technologies contributing to net zero

🕔13:52, 29.Mar 2021

Eliminating carbon dioxide emissions over the coming decades will require multi-billion dollar investments, as well as a wide range of efforts to reduce energy consumption, increase efficiency, electrify and decarbonise processes, and nurture alternative fuels to economic viability.

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What technologies do we need to get to net zero?

What technologies do we need to get to net zero?

🕔13:52, 29.Mar 2021

Meeting Paris Agreement climate change targets means tackling the harder-to-decarbonise areas of the economy with technologies that don’t yet exist at scale. There is no silver bullet to tackling climate change. It’s likely the answer to getting to net-zero emissions by mid-century is to deploy everything we have, but faster. 2050 is the target date for net zero that the Intergovernmental Panel on Climate Change (IPCC) says[1] is what’s needed …

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What technologies do we need to get to net zero?

What technologies do we need to get to net zero?

🕔13:42, 10.Mar 2021

There is no silver bullet to tackling climate change. It’s likely the answer to getting to net-zero emissions by mid-century is to deploy everything we have, but faster. 2050 is the target date for net zero that the Intergovernmental Panel on Climate Change (IPCC) says[1] is what’s needed to keep global temperature rises to below …

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Alpha Research – Webinar – Technologie en de weg van grijs naar groen in China

🕔11:00, 9.Feb 2021

Webinar – Technologie en de weg van grijs naar groen in China Aflevering 1 van webinarserie “Long Term versus Short Term: Let’s Talk ESG” Alpha Research organiseert een webinarserie van 6 afleveringen met het thema “Long Term versus Short Term:

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The Next Normal -The recovery will be digital

The Next Normal -The recovery will be digital

🕔03:43, 6.Jan 2021

Welcome to the “next normal”—the new reality emerging from the ongoing COVID-19 pandemic. How will life, public health, and business continue to change? We’ve chronicled our response in a wide-ranging series of publications—more than 500 articles and counting since the

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Exploring the equitisation of the Brazilian stock market

Exploring the equitisation of the Brazilian stock market

🕔09:50, 28.Sep 2020

All-time low interest rates in Brazil are driving savings into equities, while deregulation and faster technological adoption are creating high growth opportunities for stock pickers. It is true that there is often no free lunch in investing, meaning that high

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Volatility in Technology Highlights Importance of Selectivity

Volatility in Technology Highlights Importance of Selectivity

🕔11:20, 25.Sep 2020

T. Rowe Price Insights on Global Technology We believe the sector’s long-term growth stories remain strong. The recent pullback in technology stocks strikes us as a normal bout of profit taking after the sector’s strong run. Although the broad-based sell-off can

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The Future is Open

The Future is Open

🕔15:07, 18.Sep 2020

Our clients are constantly grappling with market uncertainty, shrinking margins, changing regulatory requirements and a fast- changing technology landscape. As a result, their investment …

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Future of humans

Future of humans

🕔07:36, 18.Sep 2020

Humanity is facing two important trends. Over the next 30 years, our numbers will grow and our average age will increase. These demographic trends are taking place alongside huge structural shifts. The Fourth Industrial Revolution—powered by automation and connectivity—and the

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The Next Normal -The recovery will be digital

The Next Normal -The recovery will be digital

🕔08:04, 3.Sep 2020

Welcome to the “next normal”—the new reality emerging from the ongoing COVID-19 pandemic. How will life, public health, and business continue to change? We’ve chronicled our response in a wide-ranging series of publications—more than 500 articles and counting since the

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The 90% Economy: The Long Road Back to Normal

The 90% Economy: The Long Road Back to Normal

🕔09:52, 13.Jul 2020

In many things 90% is just fine; for an economy it is miserable Bankruptcies and the fear of a second wave Life will be hard—at least until a vaccine or a treatment is found 

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Investing in electric car technology

Investing in electric car technology

🕔11:46, 5.Jun 2020

From lighter, longer-lasting batteries to a new breed of semiconductors, there are a host of investible technologies powering the electric car revolution.

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Capital Group – Webinar – The future of the technology sector: the analyst view

🕔09:30, 21.May 2020

Webinar – The future of the technology sector: the analyst view From the oil shock to the development of COVID treatments, we‘ll go deep on key industries and sectors to find out how they may fare through the crisis –

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The China Consumer E-Commerce Opportunity

The China Consumer E-Commerce Opportunity

🕔15:39, 1.May 2020

Investment Strategy: KWEB seeks to measure the performance of the investable universe of publicly traded China-based companies whose primary business or businesses are in the Internet and Internet-related sectors. KWEB features: Access to Chinese internet companies that provide similar services

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Covid-19: why the tech giants have emerged as winners

Covid-19: why the tech giants have emerged as winners

🕔09:08, 29.Apr 2020

As many companies plunge into the financial unknown, the tech giants could emerge stronger than ever.  While many businesses struggle to survive under the global lockdown, the largest technology companies remain afloat and in some cases are even thriving. Microsoft

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BIG IDEAS 2020

BIG IDEAS 2020

🕔17:13, 17.Apr 2020

Introduction to ARK’s Big Ideas Deep Learning — From Vision to Language Streaming Media — The Primary Technology Behind Content Distribution Electric Vehicles — Faster Adoption Than Most Think Automation — Increased Productivity and More Jobs 3D Printing — An

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The Data Science Revolution

The Data Science Revolution

🕔16:22, 27.Mar 2020

How the new richness and accessibility of data, and advances in data science, are enhancing both quantitative and traditional fundamental investment research—and sparking a revolution in active management. Spreading from its origins in technology and retail, data science is now

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First Trust – Webinar – Blockchain: First Trust And Jesse Lund Discuss What’s Next

🕔15:00, 27.Mar 2020

Webinar – Blockchain: First Trust And Jesse Lund Discuss What’s Next First Trust and Jesse Lund Discuss Want to understand more about the Blockchain as an investment solution, and hear from a world renowned independent expert? Join our webinar with

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Tokens of Appreciation?

Tokens of Appreciation?

🕔12:04, 27.Feb 2020

Five reasons to tokenize Simpler, faster and cheaper capital raising Access to broader swath of potential investors More transparency for all parties to a transaction Instant settlement with finality and improved liquidity Potential elimination of unnecessary middlemen 

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Global Private Equity report 2020

Global Private Equity report 2020

🕔06:27, 26.Feb 2020

The search for certainty The beat goes on. Despite growing macroeconomic and political uncertainty across global markets, the private equity industry continues to make and sell investments, raise capital and generate relatively strong returns.  Yet, the private markets also continue to throw

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S&P 500 sector composition: more tech, less energy than ever before

S&P 500 sector composition: more tech, less energy than ever before

🕔09:34, 21.Feb 2020

The S&P 500 remains a broad equity index, but its sector mix has changed As the S&P 500 sets new record highs this month – led by tech reaching new highs, while energy revisits 2016 lows – we decided to reexamine

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The future of trading: technology in 2024

The future of trading: technology in 2024

🕔16:48, 10.Feb 2020

The impact of AI, big data and anal ytics on your trading desk data-first thinking Changes on the trading desk continue to unfold at a rapid pace as traders around the world find themselves having to adapt quickly to emerging

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The Global Risks Report 2020

The Global Risks Report 2020

🕔09:00, 23.Jan 2020

Insight Report 15th Edition In partnership with Marsh & McLennan and Zurich Insurance Group​

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In the Year of the Rat, think even longer term

In the Year of the Rat, think even longer term

🕔06:28, 22.Jan 2020

Active is: Sharing insights This Chinese New Year, more than a billion people globally will celebrate the Year of the Rat. We believe investors everywhere can also find reason to celebrate China as a source of continued economic growth. Even if US-China

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The Idea Multiplier: An acceleration in innovation is coming

The Idea Multiplier: An acceleration in innovation is coming

🕔14:37, 15.Jan 2020

About the Megatrends series Megatrends have accompanied humankind throughout history. From the Neolithic Revolution to the Information Age, innovation has been the catalyst for profound socioeconomic, cultural, and political transformation. The term “Megatrends” was popularized by author John Naisbitt, who

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Still Comfortable Being Uncomfortable

Still Comfortable Being Uncomfortable

🕔09:35, 14.Jan 2020

The era of micro cycles and disruption is set to continue in 2020. Equity markets continue to fascinate and surprise, with the one constant being a backdrop of uncertainty, driven by a cycle that keeps defying “the rules.”  Expectations of reflation and recovery, spurred on by

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Location, Location, Location: why Geospatial Data Science matters for investors

Location, Location, Location: why Geospatial Data Science matters for investors

🕔18:03, 12.Dec 2019

Data science has been an established part of the investors’ toolkit at Schroders since the Data Insights Unit (DIU) was established in 2014. Geospatial data science is a sub-set of this field which combines an understanding of location, distance and

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Why we maintain a conviction-based approach to investment?

Why we maintain a conviction-based approach to investment?

🕔15:04, 10.Dec 2019

Carmignac’s Note December 2019 Investors were worried about the state of the global economy – epitomised this summer by a collapse in bond yields and an incipient stock market correction. But when monetary policymakers sent out the longawaited message this autumn that

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Asset Allocation View

Asset Allocation View

🕔12:08, 8.Nov 2019

October 2019 As we start the final quarter of 2019, volatility has increased relative to the first half of the year, equity markets remain strong year-to-date, and a bid for safe-haven assets has been maintained. Monetary policy has undergone a dramatic shift over

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The Next Normal – The future of insurance: Faster, easier claims

The Next Normal – The future of insurance: Faster, easier claims

🕔18:04, 6.Nov 2019

The coming evolution of claims For many people, filing insurance claims means tedious paperwork and stressful phone calls. It doesn’t have to be that way—and, soon, it won’t. The Next normal looks at how telematics and artificial intelligence will enable faster, easier claims.

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Four charts that show why “old tech” might surprise income investors

Four charts that show why “old tech” might surprise income investors

🕔09:49, 24.Oct 2019

For decades, dividends have largely been associated with companies from more mature areas of the market such as utilities or telecommunications. Meanwhile, technology has long remained an afterthought. But what happens when tech grows up? Areas of the sector are

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Are we experiencing a sputnik moment in information technology?

Are we experiencing a sputnik moment in information technology?

🕔12:37, 9.Oct 2019

The development of quantum computers could spark the technological revolution of the 21st century. GAM Systematic’s Dr Lars Jaeger explains why this is such a symbolic milestone, and considers their amazing problem-solving potential. The quantum computer – a term that

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Global Equity Ratings

Global Equity Ratings

🕔17:18, 30.Aug 2019

Preferred Sectors: Health Care, Technology and Consumer 

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Technology, Skills and the Future of Work

Technology, Skills and the Future of Work

🕔13:47, 27.Aug 2019

Background: how ASEAN youths assess technology and the future of work Each year, the World Economic Forum runs a survey of Association of Southeast Asian Nations (ASEAN) youths aged 15–35 years old. The goal is to understand the views, priorities

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Are instant payments becoming the new normal? A comparative study

Are instant payments becoming the new normal? A comparative study

🕔12:00, 26.Aug 2019

Occasional Paper Series  As a result of technological advancements, instant delivery of digital services has become the norm in today’s society. Yet, until recently, this trend did not extend to retail payment services, which normally took one or up to

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Megatrends The forces shaping our future

Megatrends The forces shaping our future

🕔17:42, 9.Aug 2019

A research study looking at structural shifts in the global economy and how they affect our investment thinking. A confluence of global megatrends is prompting structural shifts in many industries and changing the drivers of corporate earnings.   Most major economies

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GEMOLOGIST Banning Huawei: an act of economic war

GEMOLOGIST Banning Huawei: an act of economic war

🕔19:02, 26.Jun 2019

Newsletter, Q2 2019 For more than a year, the US and China have been embroiled in a bitter trade war, which is now centred on Chinese telecommunications company Huawei. The world’s dominant 5G company has been blacklisted by the Trump

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China’s Sci-Tech Board: Hope or Hype?

China’s Sci-Tech Board: Hope or Hype?

🕔19:02, 26.Jun 2019

What the new nasdaq-style exchange could mean for investors China will be launching a Nasdaq-style stock market for technology and research-driven companies to list and raise capital. We believe this upcoming science and technology innovation board is of strategic importance

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The Rise of Fintech And the frontier of finance

The Rise of Fintech And the frontier of finance

🕔16:52, 23.May 2019

The Opportunities and Risks of a More Connected World "The future is already here" is a widely attributed quote. Different people have said it, in different contexts and in different years. It's a timeless quote, ironically, because it captures our

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Tech in banking: in strong demand but adopted with care

Tech in banking: in strong demand but adopted with care

🕔16:52, 23.May 2019

ING International Survey – New Technologies 2019 Natural caution aside, consumers are embracing banking technology A lot is changing in banking. With data sharing, automation, fintechs and more, consumer choice has never been greater. 

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Accessing the Leading Growth Themes in Technology

Accessing the Leading Growth Themes in Technology

🕔15:02, 29.Mar 2019

Tech companies continue to innovate and disrupt. Exposure to secular growth trends makes the sector less reliant on economic growth. It can be hard to pick just one winner — investing in a basket of companies allows investors to diversify

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Global weekly commentary

Global weekly commentary

🕔14:02, 28.Mar 2019

Tectonic shifts support tech Innovation has long supported tech companies’ performance. This year is no exception, we believe. Yet meaningful shifts in technology are creating uneven benefits (and drawbacks) within the sector and beyond. As a result, we advocate a

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Tax technology

Tax technology

🕔15:40, 1.Feb 2019

Voor de zevende maal op rij organiseerden Berenschot en Sdu (onder meer NDFR, NTFR, Belastingzaken en Loonzaken) het onderzoek Werken in de Fiscaliteit. Het is de enige representatieve studie naar de verschillende aspecten van het werk in de fiscaliteit in

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Innovation

Innovation

🕔14:03, 31.Jan 2019

An opinion about change | Technology As the lines between infrastructure and private equity become increasingly blurred, the question of categorization – while topical – becomes more trivial. A more relevant consideration is to understand the risks around the cashflows

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Playing a Slice of the Tech Megatrends

Playing a Slice of the Tech Megatrends

🕔13:03, 23.Jan 2019

Strategy Espresso The Technology sector changed a lot last year. The GICS sector reclassification, enacted in September 2018, created the new Communication Services sector. This action left Tech as a smaller, more tightly defined group of hardware, software and semiconductor

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Reaping the Benefits of Disruptive Technology

Reaping the Benefits of Disruptive Technology

🕔07:00, 29.Dec 2018

A joint survey conducted by Eagle Investment Systems and Hegarty Group specifically identifies how asset managers are deploying emerging technologies. The bigger question for many, also addressed, is how organizations can take the necessary steps today to access the impending

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New Kids on the Block: China as a new force in the wealth-tech market

New Kids on the Block: China as a new force in the wealth-tech market

🕔15:02, 28.Dec 2018

Technology has changed the traditional way of wealth management. Retail investors used to manage their wealth through the traditional means offered by banks and securities firms, so they suffered from inconvenience, unfavorable experiences, and high fees. For example, the user

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An irreversible trend towards financial innovation

An irreversible trend towards financial innovation

🕔15:02, 3.Dec 2018

Financial Innovation In recent years, technological developments, new regulations and the rise of digital savvy millennials have combined to form an irreversible trend towards innovation in the global financial sector. While banks should be best placed to dominate the industry

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