Catch 22-Equities: a rare fourth year of good returns? The countries, sectors, and themes to consider.

Catch 22-Equities: a rare fourth year of good returns? The countries, sectors, and themes to consider.

by Sam North, Ben Laidler & Gil Shapira
17.11.2021 33 minutes
Catch 22-Equities: a rare fourth year of good returns? The countries, sectors, and themes to consider.
We forecast a very rare fourth straight year of double-digit equity market returns. We explain why earnings growth is set to surprise further as economies re-open. And valuations stay above average as interest rates remain low.
Catch 22- Crypto: the bitcoin, DeFi, and NFT outlook. Investment implications in a booming asset class

Catch 22- Crypto: the bitcoin, DeFi, and NFT outlook. Investment implications in a booming asset class

by Sam North, Omri Ross, Simon Peters, David Derhy
18.11.2021 44 minutes
Catch 22- Crypto: the bitcoin, DeFi, and NFT outlook. Investment implications in a booming asset class
A historic year has seen crypto the best performing asset class in the world. Adoption and use cases have accelerated. We look at the key trends to expect in 2022, and their investment implications. Experts
Catch 22-  International: opportunities in Asia, UK, and Europe. It’s not just about the US.

Catch 22- International: opportunities in Asia, UK, and Europe. It’s not just about the US.

by Sam North, Adam Vettese, Antoine Fraysse-Soulier, Nemo Qin
24.11.2021 38 minutes
Catch 22-  International: opportunities in Asia, UK, and Europe. It’s not just about the US.
We examine the investment opportunities outside of the US. After China’s technology sector crackdown? With UK valuations some of the cheapest in years? With political changes in Germany and France?
Catch 22-  Themes: the big investment ideas for next year. From tech to renewables and crypto

Catch 22- Themes: the big investment ideas for next year. From tech to renewables and crypto

by Sam North, Dani Brinker, Ben Laidler, Josh Gilbert
25.11.2021 48 minutes
Catch 22-  Themes: the big investment ideas for next year. From tech to renewables and crypto
Thematic investment is booming as investment opportunities know no boundaries. Tech adoption is accelerating, economic reopenings a lot further to go, renewables investment to surge, and crypto assets going mainstream.
Catch 22- The View: the global multi-asset view & key risks.  From commodities to bonds and beyond

Catch 22- The View: the global multi-asset view & key risks. From commodities to bonds and beyond

by Yoni Assia, Sam North, Gil Shapira, Ben Laidler
01.12.2021 46 minutes
Catch 22- The View: the global multi-asset view & key risks.  From commodities to bonds and beyond
Can crypto assets and commodities repeat their outperformance this year? Will bonds, gold, and China see a comeback? What are the biggest black (and white) swan risks to monitor, from inflation to tech.
Learn about DeFi: The financial revolution everyone’s talking about

Learn about DeFi: The financial revolution everyone’s talking about

by Professor Dr. Omri Ross and Eliot Gotkine
03.11.2021 17 minutes
Learn about DeFi: The financial revolution everyone’s talking about
Join the discussion and learn what DeFi is, what it can do, and why it’s in the news right now.
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