17 January 2023

Returning to Japan

Japan continues to be demographically challenged but is a global power house in our identified mega-trend of Productive and Digital Society with robot technologies, global MedTech champions, and high-tech components and materials providers.

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7 October 2019

Payment services potential

Globally, more than 50% of all payments are still made in cash.

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12 September 2019

Downside protection in the real world

Today, many investors are searching for alternatives to zero or negative rates on savings but have been hesitant to invest in equities because of the higher risk. However, if you are willing to take some equity risk, stable equities might have a place in your investment portfolio.

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27 November 2017

The value of stable growth

Stable growth companies have always played a key role in our investments, because they typically offer an attractive risk/reward profile. So, where do we find stable growth? Actually, anywhere.

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