Nicolas Ziegelasch, head of equity research at Killik & Co, explains how investors can take advantage of the growing popularity of electric cars.
Nationalisation debate a key issue
The popularity of the climate and environment space has grown exponentially in recent years, with investors increasingly recognising the multiple drivers supporting this long-term megatrend.
Speculative asset bubbles have been reported since Roman times. They doubtless go even further back, because they stem from an intrinsic flaw in human nature: we like to think that we are onto a winner - and when we are, we do not like to consider that...
The disruptive industries of robotics, automation and artificial intelligence have come to the fore over recent years, with headlines commonplace, including driverless cars reducing road accidents, intelligent fridges doing your shopping and robots increasing...
Leasing trusts come up top
As equity valuations appear ever more stretched, and with rate rises in the US imminent and geopolitical concerns increasingly in focus, one hedge fund strategy in particular stands out as compelling.
As we approach Q4 2017, we believe commercial real estate should continue to see healthy operating fundamentals in most global markets amid solid economic growth, steady job creation, reasonable new supply levels, and monetary conditions that are likely...