Markets are developing at an increasingly rapid pace driven by an ever changing macro economic reality and the diffusion of new technologies. We strongly believe in the delineation of the world into a set of broad macro themes that connect with the key transformative technology trends,which are driving business opportunities and asset prices over the medium and longer term.

Under that premise, we understand the imperative reliance of a continuous research approach and macro economy studies ignited by these trends in order to position ourselves at the right juncture of the opportunities by foreseeing global technological disruptions that can affect our investment mandate.