Investment Recipes
Issue #26, 18 December 2020- 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 – Is money still worth something?
Many global structural ingredients remain supportive for the equity markets. Innovation is bound to continue across sectors, and thus accelerate growth, notably in technologies related to Artificial Intelligence (major d...
AI & Robotics – The force awakens
The year 2020 and the Covid-19 impact has highlighted the need for global automation. AI has a major role to play in this perspective, as is expected to bring massive efficiency and productivity gains through technologie...
Bionics – Giving medical technologies new wings
Covid-19 pandemic has ruled the medical device industry with an uneven impact across the segments, but the value of technology and healthcare has never been more obvious. 2021 is waiting around the corner with astounding...
Biotechnology – From villain to savior
Health is undervalued, this pandemic showed us the tremendous importance of the biotech sector. Transformative patient outcomes resulting from an innovative biotechnology industry have never been so evident as they did i...
Fintech – Democratizing financial services
Given the weight of the financial industry in our societies, the fintech ecosystem is changing the world. Financial services are being democratized and banking behavior is quickly evolving. This revolution started about...
Security and Space – On the launchpad
Sustainable Future – Accelerating the transition
The financial sector is starting to align with climate objectives and past years have proved that many clean industries are already strong enough to withstand crisis and sustain growth.
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