Drivers of disruption are well known – artificial intelligence, automation, big data.
But what are the implications for investors?
Are changing consumer preferences for unique experiences devaluing traditional hotel brands?
Amid the global pandemic, guidance on earnings has become more unpredictable than ever, but investors who focus on high-quality factors could uncover long-term winners.
The US may be in the middle of what could be a 20-year secular bull market for equities that began in 2011.
A growing share of consumers are turning to trade-in programs, recycling and refurbished devices to cut down on e-waste. Manufacturers with trade-in programs may win them over.
Video gaming is now arguably on its way to becoming the world’s new favourite pastime, creating a new realm of virtual property, currency and entertainment.
Our proprietary AlphaWise survey of 1,530 households shows that whilst broad intentions signal an ultimate recovery anticipated by consumers, underlying financial stress is real and caution weighs on the outlook of many.
Will declining launch costs, advances in technology and rising public-sector interest position space exploration as the next trillion-dollar industry?
Working from home began as a short-term response to COVID-19, but the trend will likely endure, with societal, business and market implications.
The US & China aren't decoupling, but are disassociating in key economic areas, with Europe facing a difficult balancing act. This accelerates the trend towards a multipolar world.
Weakness in the Australian housing market is expected to persist in the near-term, as demand weighs.
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