Investment Professionals

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With the announcement that Netflix is moving into video games, the crucial role of the US technology giants known as the FAANNGs – Facebook, Apple, Amazon, Netflix, Nvidia, Google – in supporting gaming is coming under the spotlight. Investors are often surprised to learn how large the video games industry is. According to data from research house IDC, the video games industry now generates more revenue than movies and North American sports combined. What is more: the video games industry is growing faster than film and sport, with help from both covid-19 and the uptake of smartphones. COVID-19 fuels global surge in videogame revenue The FAANNGs are some of the most important companies in the video games industry, forming a surprising large part of their businesses. Below we go through each. ...
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With inflation running at its highest level in decades and the global economy getting hotter than anticipated, investors are wondering what to do. Bonds offer slim returns. As inflation has jolted higher, and central banks keep interest rates low, the real returns on bonds in rich countries have hovered below zero. AQR's Forecast Real Returns (5-10Y) Source: AQR, Q1 2021, Capital Market Assumptions for Major Asset Classes ...