The Robotics Supply Chain: Where Investors May Find Value Beyond Robot Makers
The history of transformative technologies is full of companies that attracted the public’s attention while less visible suppliers captured value from the expansion around them. Railroads created demand for steel and locomotives; computing created enormous markets for semiconductors and networking equipment. Robotics may follow a similar pattern. The robotics supply chain could ultimately matter as […]
Why Reinsurance Capital Is Becoming a New Alternative Investment Frontier
For decades, portfolio construction has revolved around risks tied to economic growth, corporate earnings, interest rates and inflation. Reinsurance capital introduces a different proposition: investors can earn returns by taking exposure to physical events such as hurricanes, earthquakes and severe storms rather than directly to the performance of companies or sovereign borrowers. That distinction is […]
