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Semiconductor companies tend to follow a particular rhythm, seeing strong demand, making investments, increasing supply, hitting levels of oversupply in certain types of chips, then waiting for the market to re-attain something closer to equilibrium.
The AI space is rife with predictions of future capabilities—and it’s impossible to know for sure what may or may not be possible here.
The COVID-19 pandemic has inflicted one of the worst crises of our lifetimes for public health, individuals, businesses and society. And as our ten trends show, we expect much more to come. We believe that by considering sustainability factors, risks and opportunities, investors can enhance the resilience of their portfolios without compromising risk-adjusted returns.
Which are the best thematic funds? Thanks to our last megatrends survey, we discovered the TOP 10 of the most chosen thematic funds by selectors.
David Pinniger’s the manager of Polar Capital’s Biotechnology fund.
5G will unleash a new wave of technological innovation across the world. It is estimated that 5G will enable $13.2 trillion of economic opportunities.
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