Moving forward with the times and your investments

Megatrends are the most important developments changing the face of our society for generations to come.
In the our new series ‘Moving forward with the times’, we explore how companies are rising to the challenge and the impact this has on your investments. After all, while some of these changes are inevitable, they also present an opportunity for those smart enough to act. The future is something we shape together.

Robotic surgery: investing in the joysticks of health care

Autonomous robotic surgery has become a potential reality thanks to artificial intelligence. And more than that, it is a crucial link in future-proofing health care. Liesbeth Van Rompay explains the opportunities for investors in medical technology (medtech).

Investing Article

Imagine a world without chips

No digital world without chips. The rise of generative artificial intelligence (AI) brings with it a race to advanced chip dominance. A new wave of innovations, and thus investor opportunities, is emerging. Joris Franck, Thematic Portfolio Manager KBC Asset Management explains.

Investing Article

How live sports change the streaming game for investors

Last year, 93 of the top 100 most-watched traditional TV broadcasts in the U.S. were American football games. In that respect, live sporting events were a last resort for traditional TV. Today, streaming services are poised to seize that spoils as well, making streaming an immediately interesting investment opportunity. José Hernandez, Thematic Portfolio Manager, explains.

Investing Article

Chocolate a bittersweet investment story

Thematic investing in chocolate pays off, even with high cocoa prices. An innovative mindset, a drive for quality and solid pricing power lead to structural growth in the chocolate market. Dea Shehu, Thematic Portfolio Manager KBC Asset Management, explains.

Investing Article

Growth, innovation and investment opportunities in the battle against cancer

The oncology market is dominated by biopharmaceutical companies. Continuing innovation and advances in biotechnology are accelerating the fight against cancer.

Investing Article

From zero to hero: investors raise a glass to non-alcoholic drinks

Non-alcoholic beverages are on the rise. And the trend continues. Thanks to non-alcoholic beverages, a new wind is blowing through the industry.

Investing Article

New geopolitical trend you should bear in mind as an investor

Strategic independence requires innovation and diversification. If we are to meet the challenges of a multipolar world, countries and industries will have to partially reinvent themselves. As an investor, you would do well to anticipate the implications of re-globalisation for your portfolio.

Investing Article

Artificial intelligence turbocharges the global economy

'AI is transforming entire strategies, increasing productivity and has the potential to boost the global economy. This can also benefit investors.', explain Joris Franck, Equity Analyst at KBC Asset Management en Tom Simonts, Senior Financial Economist at KBC Group

Investing Article

Artificial intelligence is a game-changer for asset management

AI is pushing the boundaries of quantitative investing. 'We get endless new opportunities to explore unique data and gain new insights,' said Sofie Reyners, quantitative investing expert and Jürgen Verschaeve, chief investment officer at KBC Asset Management.

Investing Article

Gaming: a growing opportunity for companies and investors

The games industry has grown spectacularly over the last few years. Gaming companies therefore offer opportunities for investors. With their live services, game developers are deriving more profitable business models.

Investing Article

Lab-grown meat is coming to your plate soon

Lab-grown meat is a possible sustainable alternative to traditional meat production, even if the innovative cell culture cannot yet disrupt the food industry.

Investing Article

How artificial intelligence is retuning the music industry

While AI does not have the soul to grasp and replace the emotional connection that fans make with artists on the meadow, there is no doubt that it is changing the face of the industry.

Investing Article

Investors benefit from sustainable value creation in family businesses

Family businesses have a distinct entrepreneurial mindset, recognising innovation as a possible solution to major social and environmental issues.

Investing Article

Technological innovations in the sharing economy create opportunities for investors and businesses alike

‘A lot of companies in the paying segment of the sharing economy are the catalysts that are enabling new sustainability concepts to develop. That will lead to new business developments,’ says Tom Simonts, Senior Economist at KBC Group.

Investing Article

Artificial intelligence ushers in revolution in drug development

AI makes drug development more efficient and thus faster, reduces the price tag and provides a watershed in the development of new, innovative drugs for hitherto untreatable conditions.

Investing Article

A new golden age for cybersecurity?

The more data available, the more can be stolen. Cybersecurity offers a solution to this threat.

Investing Article

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