One of the groups of stocks that have outperformed over the last year, and over the last decade, are cloud stocks. Most companies in the world are in the process of migrating some or all of their computing needs to the cloud. Cloud technology is also enabling an entirely new…Read More
Asset Management
October 2020 was marked by rising COVID cases and a new lockdown light in Germany and other European countries. As a result, volatility came into the market, which ultimately led to a drawdown of over 9% in the Dax. The signals from Catana Capital‘s Big Data driven AI models were…Read More
My name is Emma Vinson, I’m an asset management intern at Catana Capital. Today, I’m delighted to share an interview with Michael Hebenstreit, CMO and portfolio manager of Catana Capital, on the use of AI & big data in the asset management industry, that was carried out for an academic…Read More
The US election 2020 is a few weeks away and some investors are beginning to wonder if they should be making changes to their portfolio and how they should react if either candidate wins. In this post we look at what a victory for each candidate may mean for markets…Read More
One practical way to go about learning how to invest money is by studying the best investors of the last century. There is usually at least one bit of investing wisdom to learn from each of the most successful investors. While successful investors often share some traits, there is usually…Read More
Unfortunately, one of the realities of business and investing is the occasional financial scandals and frauds that emerge. Investors should always be aware that there are unethical companies and people around and that financial scandals can result in investments becoming worthless very quickly. The following financial scandals are amongst the…Read More
Investing is an ongoing learning curve. One of the best ways to learn more about investing is by reading widely on the topic. However, there are thousands of books on the subject. If you search for investment books on Amazon, you will see 30,000 results. Furthermore, some of the best…Read More
For investors, emerging market performance has been quite weak over the last decade – especially when compared to developed country indexes. That is exactly why investors may want to consider the asset class going forward. Emerging market asset prices have historically experienced periods of underperformance followed by periods of outperformance….Read More
Many of the best growth stocks of the coming decades will ride some of the major trends, or megatrends, that will shape the economy and society of the future. We have identified seven important trends that many of the top performing companies will ride over the next 10 to 20…Read More
For many investors, the mention of 5G might bring Huawei, and it’s being banned from the US, to mind. There is actually far more to 5G than Huawei – and a large number of other publicly listed stocks stand to benefit from the rollout of this new technology that is…Read More