Horizons

Onze Engelstalige artikelen over recente ontwikkelingen, inclusief relevante inzichten voor beleggers.

The current AI wave requires investor caution

What happened in the telecoms industry in the early 2000s reminds us to temper our expectations about the use cases for a new type of technology

A sudden surge in geopolitical risk is a reason to reduce bond exposure, not stocks

In times of increasing geopolitical risks, one might consider a higher tactical exposure to hedge funds or commodity long/short funds, reallocating from bonds

Four forces threaten a fiscal crisis in several Western countries

Western governments that take the initiative to reform their public finances before a crisis forces them to do so, are on the right track

How the Western public interest will clash with its governments' national security policies

The discussion around batteries and electric vehicles could trigger a turning point

A permanent change in human behavior is rare, but its impact is profound

The pandemic raised expectations for permanent changes in human behavior that did not materialize, yet the impact of remote work has been underestimated

How political decisions are creating new trends in financial markets

What investors may be overlooking is how government policies, in response to conflicts between countries, are creating new trends in financial markets

Could the era of stock market booms be over?

The conventional wisdom that says stocks will outperform bonds over the long term is based on a one-time 40-year period which occurred in only one country

How the United States could lose its status as "safe haven" for investors

Four scenarios point to the possibility of a decade of US underperformance

Trade routes are confronted with the greatest threats since World War II

Four different developments have raised the risk level of trade routes, which could significantly alter the 2024 outlook for inflation and interest rate levels

How the geopolitics of natural resources will lead to more re-ratings of financial markets

Research suggests that geopolitics of natural resources like energy and data will disproportionately affect some countries and companies

How Dutch foundations should rethink their investment strategies

We should be concerned about the long-term financial health of foundations

What genuine conversation between humans and chatbots means for investors

As the appeal of conversing with chatbots is continuously growing and they gain senses like voice and vision, investors should consider the current state of chatbots as the beginning of a larger trend

Why investors should pay more attention to picking the right countries

The global shift of power away from the West is creating more diversification opportunities for global investors who are willing to focus on country allocation

Thinking through the unthinkable: wars in Europe, the Middle East and Asia

A low exposure to Chinese markets will not safeguard an investment portfolio against a conflict around Taiwan

The far-reaching consequences of the cost of living crisis

The history of high inflation leading to revolution is echoing as people vote for extremist politicians, opt for cheaper living arrangements and invest in cost-saving technology

Are the BRICS+ investable?

When it comes to emerging markets, investors should forget about economic growth and political stability and pay more attention to the details of the changes occurring within these countries

How to invest in professional sports

Despite the romantic views of sports fans, a bigger budget is actually a good predictor of success

Europe’s hidden strength shows that investors should reconsider European markets

Although the typical investor may think Europe is more vulnerable to a crisis than the United States, the EU could be more resilient than is widely assumed

How the changing world order could keep the cost of capital high for years

If international conflict and the relocation of supply chains keep raising the costs of key goods, both inflation and interest rates will remain higher for longer

What the movie Oppenheimer suggests is likely to happen in the future

When politicians begin to pay more attention to national security risks, there is no telling where they will stop

How oil-rich Saudi Arabia is becoming more relevant, not less

Saudi Arabia, as well as other countries that follow similar trajectories, might offer opportunities for diversification for global investors

Investors should pay more attention to the American debt problem

Only in times of war or financial crisis, the US budget deficit was as large as it is now

European EV ecosystems could gain speed through lithium and battery projects

Affordable Chinese EVs may still end up dominating European markets

The size of the global labor force is approaching its peak

In an extreme scenario, the decline of the labor force could lead to a reevaluation of immigration

India is at a critical juncture

As India is not seen as a threat, its government is trying to promote a new rules-based order

Diverging monetary cycles

How do contrasting interest rates in developed and emerging countries impact global economies?

Westlessness on the rise

With Westlessness on the rise, the West itself is becoming more divided.

Rising defense budgets

In light of the intensifying global tensions, what potential role do strategic assets have in shaping the future?

Banking turbulence

Concerns over bank balance sheets may signal a larger financial crisis, impacting the financial system and global order.

The future of plastic

What regulations and technological innovations can help us reduce our use of plastic?

European energy sources

How will Europe confront the Energy Trilemma and how dependent is it on Russia?

Hybrid work and productivity

What is necessary to optimize hybrid work and what kind of adaptations could improve offices?

Space diplomacy: balancing opportunities and threats

What are the underlying drivers behind the financial and geopolitical interests in space exploration?

The rise of AI-powered chatbots

How will AI impact society and how can we get the most out of this new technology?

European car manufacturers are facing challenges

A look at Europe's dependence on China, and the drive towards full circularity.

Aanmelding Horizons

·

·

·

·

·

·

·

·

·

© 2024 Dasym Holding B.V.

·

·

·

·

·

·

·

·

·

·

© 2024 Dasym Holding B.V.