Thematic Investments Series: Part 3. What are the main megatrends?
This is the fourth article in this series dedicated to thematic investing, i.e. the investment strategy that aims to identify...
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Thematic Investments Series: Part 2.2. Disruptive technology or innovation – The domains of disruptive technology or innovation
The main disruptive technologies #1 Digital revolution (or the rise of the global internet) #2 Artificial intelligence #3 Internet of...
Investments in the Artificial Intelligence Cycle Series: Part 1 – Definition and History of Development
The market performance of AI over the past 2 years What is Artificial Intelligence? Brief History of AI I: The...
Thematic Investments Series: Part 2.1. Technology or disruptive innovation – Definition and Waves
In the previous article we made an introduction and overview of the topic of thematic investing, including its definition, scope,...
Financial Markets Outlook 1Q25: Tug-of-war between interest rates and EPS of big techs in the US, with Trump as a joker
In 2024, the outlook for economic growth remained divergent: strong in the US, stagnant in Europe, and below target in...
Thematic Investments Series: Part 1 – Introduction and Overview
Thematic investments have gained interest and importance in recent years. We believe that the correct management of personal financial investments...
Financial Markets Outlook 2025
Good performance, absolute and relative, of the US stock market, and of the investment quality bonds of developed countries, as...
Outlook Financial Markets 2025 from the main investment banks
Preference for the US stock market, as a result of forecasts for economic growth, trade policies and geopolitical risk. Projections...
Do global stocks outperform US treasury bills? Hendrik Bessembinder, Te-Feng Chen, Goeun Choi, K.C. John Wei
In a previous study of the US stock market, conducted on more than 26 thousand companies between 1926 and 2019,...
Do stocks outperform Treasury bills? updated by Wealth Creation in the U.S. Public Stock Markets 1926 to 2019, Hendrik Bessembinder
This report quantifies the long-term performance of the U.S. stock market in terms of increases or decreases in shareholder wealth...
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