Investment Recipes
Issue #33, 28 April 2021AtonRâ 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:
Fearflation
The wise investor will always look at multiple measures of inflation to draw a better picture of the inflation landscape.
No shortage of opportunities for semiconductors
The solid underlying demand is here to stay and will fuel an already healthy environment for semiconductor players.
When antibody precision meets efficacy
Muscle dystrophy disorders such as Duchenne Muscular Dystrophy are debilitating and life-threatening. Current therapies show marginal efficacy, leaving ample room for better solutions.
You can’t trust a cloud not to rain
Cloudification means a total redefinition of traditional cybersecurity: the ancient “moat-and-castle” approach is more than ever obsolete due to the fusion of internal and external networks.
A new healthcare sector?
The healthcare sector is undergoing a generational transformation, emerging from the Biotech and Bionics industries.
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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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