Insights
Digital Advertising Report
Digital Advertising Report
21 / 09 / 2021

• A profound and abrupt shift is coming for everyone who uses the internet. By 2022, regulations designed to protect consumer privacy — particularly the California Consumer Privacy Act — and major technology companies will require users’ explicit permission to share and use data generated from digital interactions.

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Health Care Innovation & Revolution
17/08/2021

Why Focus on Health Care Now?

• If we were to condense the relatively short 200,000-year history of homo sapiens into a single year, then most of the medical progress would have occurred in the past four hours.
• We are witnessing an unprecedented level of convergence among various fields of science and technology, with innovation in the medical field happening faster than ever.

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Health Care Innovation & Revolution
Arrow Capital Q3 – 2021 Outlook
Arrow Capital Q3 – 2021 Outlook
28 / 07 / 2021

In our previous quarterly outlook, we stressed that the recent growth underperformance does not mark the end for Growth stocks. Our views were validated as we saw Growth stocks staging a comeback, returning 12.18% and outperforming other styles such as Value, which returned only 4.72% over the quarter.

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Digital Wallets Report
17/06/2021

Digital Wallets have become a global phenomenon. It is redefining how people transact, pay for things and how other financial services are being integrated on one platform for more efficiency. They are beginning to penetrate the full traditional financial services stack, including brokerage and lending.

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Digital Wallets Report
Energy Transition Report
Energy Transition Report
24 / 05 / 2021

The global energy system is at the heart of addressing climate change, as it is responsible for 70% of emissions today. Furthermore, global population growth of 2bn by 2035, urbanization, and rising incomes will continue to increase energy usage, putting additional pressure on the climate. To balance this rise in energy demand and CO2 emissions, renewable energy needs to grow from 19% to 60% of the energy mix by 2050.

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Arrow Capital – Q2 Outlook
21/04/2021

Our barbell approach comprising high-quality growth and value stocks has boded well for our clients for the past several years and has offered attractive reward with balanced risks over time. The investment strategy builds a robust, all-weather portfolio by integrating the relative strengths of both growth and value components.

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Arrow Capital – Q2 Outlook
Is the Inflation hype real?
Is the Inflation hype real?
28 / 03 / 2021

In the short term, we expect inflation to overshoot slightly but this pick-up should be temporarily and transitory in nature. The temporary increase in inflation mainly reflects base effects, the rise in commodity prices, and supply chain disruption.

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