Nvidia and Arm: The World’s Premier Computing Company for the Age of AI

INTRODUCTION COVID-19 has been by far the most significant theme affecting the technology industry in 2020 and as global tech companies navigate through the pandemic, they have been steering the wheels of their strategies looking for a spot in the post-pandemic global outlook. In the chaos of the year, several companies in the sector haveContinue reading “Nvidia and Arm: The World’s Premier Computing Company for the Age of AI”

“Who are the key players?”

Sustainable Finance Landscape Map The Sustainable Finance Landscape Map is a non-exclusive list of actors across industries who are shaping sustainable finance. Research bodies, intergovernmental institutions, asset management firms and credit agencies are few of many who are changing finance and pushing the sector to incorporate ESG (environmental, social and governance) criteria. Our map encompassesContinue reading ““Who are the key players?””

Private Equity Essentials: Everything You Need to Know

The Private Equity (PE) industry has grown rapidly and has garnered vast attention from the likes of regular news outlets, financial press, as well as politicians. Why? It’s simple. The private markets have hit an all-time high at $6.5tn in 2020 as investors have shifted capital from public asset classes in search of upside, andContinue reading “Private Equity Essentials: Everything You Need to Know”

The cryptocurrency frenzy

2020 has turned out to be a tumultuous year for the world’s economy and societies. Conversely, against that backdrop, cryptocurrency as an asset class has grown exponentially mainly bolstered by investors searching for new safe-haven assets, to hedge against the increased market volatility. Consequently, blockchain technology and cryptocurrencies took the stage due to their decentralizedContinue reading “The cryptocurrency frenzy”

SPAC Mania 2020: No Free Lunch at Wall Street

Being around since the 1990s, SPACs (Special Purpose Acquisition Companies) have become cool once again. SPACs are defined by some as a smart financial innovation that provides a cheaper and faster path to becoming a public company and as one of the hottest asset class in the markets. Others describe this model as a hazardousContinue reading “SPAC Mania 2020: No Free Lunch at Wall Street”

The Strategic Path Of The Italian Fintech Giant

Nexi and Sia have agreed upon an all-share €15bn merger to create an Italian payment giant that can compete at European level. The Italian government played a crucial role in the deal through Cassa Depositi e Prestiti (CDP), the government’s unit to implement public policy mandates and it is nonetheless Nexi’s largest shareholder. Furthermore, thisContinue reading “The Strategic Path Of The Italian Fintech Giant”

The effects of the US Presidential Election 2020 on Global Markets

The week from November 2nd to November 8th was crucial for US politics and economic stability worldwide. As the United States were waiting for the presidential election results during the week, with Joe Biden and Donald Trump rallying for the White House, markets were waiting for the final polls. A. The US Presidential Election WeekContinue reading “The effects of the US Presidential Election 2020 on Global Markets”

So much for a Vision

SoftBank’s almost $100bn-sized Vision Fund was set to pave the way for new innovations and turn tech investing into alchemy. “If I am going to do a fund it has to be big enough to disrupt the whole technology world”, promised Son Masayoshi. So much for a vision. Despite prominent investments in Uber and ByteDance,Continue reading “So much for a Vision”

The over-night SPAC miracle

As of October 2nd, 2020, there were 2.824 billionaires in the world. The number now lies at 2.825. The reason for that change? A Carnegie Mellon engineer graduate.  While growing up, Thomas Healy developed a strong interest in racing cars, bolstered by his fervent admiration for the complex racecar shipping process and for the balletContinue reading “The over-night SPAC miracle”

“ESG rating – an arduous endeavour. Why ESG metrics still fail to provide a (single) source of truth”

The expression money talks is particularly relevant for ESG. The confirmation about ESG being a solid value driver made ESG turn to center stage. Yet, although ESG is highly regarded and discussed, it remains difficult to establish what it corresponds to exactly within each company. When assessing companies and their competitors, ESG considerations are oftenContinue reading ““ESG rating – an arduous endeavour. Why ESG metrics still fail to provide a (single) source of truth””