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Inflation has been surprising to the downside, despite uncertainties surrounding tariffs, and interest rates cuts are expected to kick in this year. Governments worldwide are stepping up support for emerging technologies. Simultaneously, valuation premiums have normalised, with stocks now trading closer to market parity than historic norms.
Advances in biotechnology and artificial intelligence (AI) are expanding scientists’ ability to discover new therapeutic targets and innovate new treatment modalities for more precise and effective interventions with fewer side effects.
The first half of 2024 has been marked by mega-cap performance and heavy concentration within market cap-weighted benchmarks. The Fed Funds rate has remained unchanged for longer than the market previously anticipated as inflation continued its stubborn resistance during the first six months of the year. As a result, many investors have steered capital into benchmark-driven strategies that are dominated by mega-cap companies with extensive cash balances.
On today’s episode of FYI, Florian Berberich and Thomas Hartmann-Boyce engage with prominent entrepreneur and investor Frank Thelen. We put the spotlight on the state of disruptive innovation and technology in Europe, with a focused gaze on Frank’s home country, Germany. Thelen, the founder of Freigeist Capital and 10xDNA, shares his insights into the challenges that European and German companies face in keeping pace with the United States’ progress.
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