15 May 2025

Why the US Outpaced Europe - and Why It Might Not Last

Many have concluded that the US is the promised land while Europe is a wasteland. While there are many reasons to be impressed by the US, investors should not disregard the Old Continent, Europe.

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13 December 2023

The market for heat pumps is heating up

Heat pumps currently only represent approximately 13% of all heating systems in Europe and around 5% in the US, indicating significant growth potential.

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20 October 2023

Does inflation swindle the equity investor?

We conclude that equity investors may suffer during times of high inflation but in recent history, equities have indeed worked as a hedge against inflation.

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4 April 2023

The splendour of the luxury goods market – A strong and stable growing sector

In 2022, the energy crisis, the war in Ukraine, inflation, and elevated food prices dominated the economic landscape and caused a significant decline in the bond and stock markets. However, the consumption of luxury goods was remarkably resilient.

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