- April 2024
The debate over whether the US will experience a hard, soft or no landing was of little consequence during the quarter. Despite the market now pricing in just three rate cuts in 2024 compared to six at the start of the year, the MSCI All-Country World Index rose 8% in the first quarter. Anything artificial intelligence (AI) remained the dominant theme, however, performance broadened across sectors and regions. Both the MSCI World Index of developed markets and the MSCI Emerging Markets Index were higher, while the former outperformed – an all too familiar dynamic.
- November 2023
Obesity is a growing global health concern, with the prevalence nearly tripling since 1975. Traditional interventions like diets and exercise have struggled to curb the epidemic, but a new class of drugs, GLP-1 agonists, shows promise. Developed by pharmaceutical giants Eli Lilly and Novo Nordisk, these drugs are proving effective in combating obesity by reducing appetite and increasing satiety.
- October 2023
Electric vehicle markets are currently experiencing exponential growth, with sales surpassing 10 million vehicles in 2022. EVs accounted for 14% of all new car sales, up from around 9% in 2021 and less than 5% in 2020.
Governments around the world are implementing regulations and incentives to increase the uptake of electric vehicles. Underpinned by a favourable regulatory backdrop, global EV sales are expected to reach 40 million or 40% of all cars sold by 2030.
- September 2023
Data is the new oil, and the cloud is the new pipeline.
- September 2023
Aspen – Growth potential trumps short-term headwinds
- July 2023
Prosus has announced that it will be eliminating the unwieldly cross-holding structure with Naspers.