Investment Recipes
Issue #7, 20 December 2019- Investment Recipes
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AI and Robotics
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Bionics
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Biotech 360°
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Fintech
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Macro
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Security and Space
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Sustainable Future
AtonRâ Partners' research publication, brought to you every 2 weeks, with articles covering the latest developments in our investment themes.
In this issue of Investment Recipes:
Global macro: does the longest bull market in history still have legs?
We’re in the 10th year of an equity bull market in the US, and by looking at cash levels in addition to investors’ exposure towards the equity’s asset class, it is quite clear that many are not buying into an 11th year o...
Sustainable Future: Could You Afford Not Being Invested?
Thanks to decreasing costs and improved efficiencies, renewable energy is becoming the technology of choice.
Biotechnology: Towards A Rerating In 2020?
The developments in biotechnology of the last 40 years represent a major advance in modern healthcare.
AI & Robotics: Automation Is Just The Beginning
Automotive, security, and the Industrial Internet of Things will be a growing trend in 2020.
Fintech: On Its Way To Mass Adoption
Countries are pushing toward a cashless society.
Security & Space: When Sky Is Not The Limit
The integration of automation into cybersecurity tools is becoming mandatory.
Bionics: All Stars Are Aligned
A new generation of medical devices are finding their way into the human body.
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This report has been produced by the organizational unit responsible for investment research (Research unit) of AtonRâ Partners and sent to you by the company sales representatives.
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