Insights
The Metaverse
The Metaverse
09 / 12 / 2021

The Metaverse: The transition from a science fiction novel to fact. It’s posited as the next chapter of the internet or the “Internet 3.0” as it has been branded. In this recent article we examine why it matters, as we explore the metaverse economy and the diverse experiences that could become part of a virtual world. We also unpack some companies (not an exhaustive list) we believe will be the frontrunners in turning the Metaverse into a reality that we are currently holding in our equity mandate.

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Coupang
18/11/2021

Despite the exponential growth in e-Commerce in the last decade, the reality is that we are in the early innings of this secular growth trend. There is a long runway ahead. This is encapsulated in the current low penetration of e-Commerce within total global retail sales. Standing at 14% currently, annual retail e-Commerce spending is forecasted to reach USD6.5t, or 22% of global retail sales by 2023.

Coupang dubbed the South Korean Amazon, is an interesting player in the sector. The Founder Bom Suk Kim thinks long term, rapidly iterates and has developed a culture different to most Korean corporates

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Coupang
Plant Based Foods
Plant Based Foods
20 / 10 / 2021

The mass cultivation of animal-based food products in recent years, such as dairy and meat, has raised multiple environmental and health concerns. Given the mounting urgency to tackle these issues, notably global warming, the alarming levels of emission contributions alone make this industry ripe for disruption.

As such, innovative creation of new foods are emerging, such as beef without cows, milk from plants and eggs without chickens, all far less environmentally harmful at that.

This has given rise to an enormous growth opportunity in the plant based foods market, giving us a case for returns beyond health and environmental benefits.

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Digital Advertising
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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Digital Advertising
Health Care Innovation & Revolution
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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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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Arrow Capital Q3 – 2021 Outlook
Digital Wallets
Digital Wallets
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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Energy Transition
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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Energy Transition
Arrow Capital – Q2 Outlook
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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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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Is the Inflation hype real?
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