In 2020 SPACs, or Special Purpose Acquisition Companies, raised $82 billion, almost as much money as regular IPOs. This year, SPACs have already raised $38 billion and are expected to easily outpace the total raised in 2020. So, what are SPACs, how do they work and are they worth investing…Read More
Asset Management
Ten years ago, the streaming wars were a one-horse race, with Netflix being the only player to consider. Nowadays, there are at least 14 streaming stocks to consider. In this post we introduce the prominent streaming stocks, and consider which ones might win the streaming wars and which stocks are…Read More
At the center of the growing digital economy is data. Data is to the 21st century what oil was to the 20th century. In every industry, it are the companies that can use data effectively that succeed. And investing is no different. In their search for alpha generating ideas, investment…Read More
Is value investing dead? This question has come up from time to time for years – but more so than ever over the past few years. This is no doubt due to the fact that value investing has now underperformed growth investing over the past 1, 3, 10 and 30…Read More
In 2020 the COVID-19 pandemic and economic turmoil resulted in very mixed returns for stock markets around the world. While sectors like technology and consumer discretionary were strong, the energy sector within the S&P500 index was down more than 30%. The result is that while some sectors are trading at…Read More
Cybersecurity stocks have outperformed the market for most of the last decade, and more so than ever over the last 24 months. In addition, the recent cyberattack on multiple US government departments has brought cybercrime and cybersecurity back into focus. Security is an aspect of technology that no company can…Read More
The size and growth of the video games and esports industry had already taken many by surprise before the COVID-19 pandemic began. This growth has now accelerated even more as consumers look for new ways to entertain themselves while confined to their homes. Between 2014 and 2019, the amount spent…Read More
Over the last few years, the software as a service (SaaS) industry has emerged as a leading segment within the tech sector and the cloud computing space. This is unsurprising given the large number of SaaS companies growing revenue at well over 30% a year. SaaS stocks are an exciting,…Read More
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
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