24 mei 2024

“It’s not just Nvidia”—how proven winners are thriving in the age of GenAI

Generative AI (GenAI) – which can be defined as tools that can generate texts, images, sounds, and videos – has been adopted at a rapid pace by companies and individuals. ChatGPT experienced the fastest app adoption in history: two months was the time necessary to reach 100 million users.

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23 mei 2024

AI's rapid progress: expect the unexpected

While current AI applications are already highly impressive, we anticipate that AI's rapid progress will lead to astonishing breakthrough technologies and tremendous economic value creation.

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23 mei 2024

Europe’s Value Enigma: Overlooked but Overperforming

The European "value" style of investing has seen an impressive three-year streak until the end of 2023, outperforming the broader market, supported by bottoming out interest rates, which aided banks, and high oil & gas prices, which boosted the profits of major energy companies. However, despite this solid performance and improving fundamentals, its valuation compared to the broader market has surprisingly decreased.

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