Graphene Investments
For decades, Japan has been a key supplier of sensors, robots and other automation solutions, which corporations throughout the world use to increase their productivity. Yet, a recent article in the Yomiuri Shimbun, one of the country’s five major newspapers, stressed that Japan’s labor productivity ranked 27th among the 38 OECD countries in 2021. The…
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The mid-year version of the SPIVA report, which regularly analyses how active managers compare to the S&P 500 index, was released in September. As usual, it tells us that most of us, US equity managers, are useless. At Graphene Investments, transparency is one of our core values, so we wanted our clients to know. What…
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I spent a few hours this week reading a wonderful, mind-boggling piece of literature called “Commission Delegated Regulation (EU) 2021/2268 of 6 September 2021 amending the regulatory technical standards laid down in Commission Delegated Regulation (EU) 2017/653”. Given that the asset management industry has less than four months left to adjust to the new KID…
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A few days ago, the European parliament voted to ban the sale of new combustion-engine vehicles from 2035 onwards. Beyond its disputable benefits and its unrealistic objectives, this decision is a perfect illustration of why other regions, including the USA, are poised to keep winning the race to innovation. Admittedly, 2035 is not tomorrow. Given…
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The rise in raw materials prices, freight and shipping rates, labor costs all are well documented effects of the disruptions caused by the pandemic. However, another less commented factor is also weighing on companies’ margins: a higher shrink. What retailers generally refer to as “shrink” includes multiple events, ranging from product damages to sell-by date…
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Many people are aware that the LDP elections, which will determine Japan’s next Prime Minister, are taking place on Sept 29, but fewer actually know that two of the four contenders are women. Is the country on the path to gender equality? Japan is not known for its culture of gender equality. As a matter…
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During the G7’s June meeting in Corwall, the US Administration submitted the principle of a universal minimum corporate tax rate, which met great support throughout the least financially-disciplined countries. Here is our quick take about this measure. What is it? Without getting into details, the idea is to make all countries agree for corporate profits…
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Looking for a job? Better than Mr. Macron’s “cross the street”, we say “cross the Atlantic”. The news flow in the USA is full of companies struggling to find enough candidates for the jobs they have to fill, but US managers are never short of innovative ideas to resolve their problems. We are glad to…
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There used to be Sector funds, and now there are Thematic funds. Every week that goes by brings its new theme idea: Millenials, Disruption, Water, Aging Population, etc. Success has been phenomenal over the last few years but… what are the real benefits for each member of the food chain ? For the portfolio manager,…
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On February 15, 2021, the Nikkei 225 index hit the 30,000 mark for the first time in three decades. The rebound is not a Japanese exclusivity, but it is fair to say that the improvement in transparency facilitated foreign investors’ come-back. The language barrier used to play a significant role in foreign investors’ lack of interest in…
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This website is for information purposes only, and is not meant to be used for transactions. Information is provided only as an indication, and does not have any binding character. It contains descriptions of Graphene Investments’ philosophy and portfolio management methods. It is designed for investors whose knowledge and experience are sufficient to fully understand that information, and particularly the risks involved in the various strategies.
For this reason, you should not continue your navigation on this website if you are not a professional investor, as defined by applicable regulations, and particularly the French “Code Monétaire et Financier” and the MIF Directive. If necessary, please get confirmation of your status from an advisor of your choice. Please also note that some of Graphene Investments’ products and services may not be available to all types of investors in all countries, and that applicable taxes depend on each investor’s specific situation.
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Ce site, à but strictement informatif, n’est pas un site transactionnel. Les informations y sont fournies à titre exclusivement indicatif, et n’ont pas de valeur contractuelle. Il présente la philosophie et les méthodes de gestion de Graphene Investments. Il s’adresse à des investisseurs possédant une connaissance et une expérience suffisantes pour interpréter correctement l’information fournie, et notamment les risques liés aux stratégies présentées.
Pour cette raison, nous vous invitons à ne poursuivre votre navigation sur ce site que si vous êtes un investisseur professionnel au sens de la réglementation en vigueur, et notamment des dispositions du Code Monétaire et Financier et de la Directive MIF. En cas de doute, il convient de vous renseigner préalablement auprès du conseiller de votre choix. L’accès aux produits et services proposés par Graphene Investments peut faire l’objet de restrictions à l’égard de certaines personnes ou de certains pays, et le traitement fiscal dépend de la situation de chacun.
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