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Radiopharmaceuticals: A Panoramic View

This Long Read delves into the therapeutic potential, market growth, and current developments surrounding radiopharmaceuticals—a sector poised for significant impact in the coming years. Radiopharmaceuticals, also known as radioligands, represent a highly promising new approach to cancer treatment. These compounds consist of a radioactive isotope linked to a pharmaceutical agen ...

Funding nature’s future: status of biodiversity financing during COP16

The UN’s largest biodiversity conference, COP 16 is currently underway in Colombia, offering an opportunity to align global financing with ambitious biodiversity targets set just two years ago in Montreal. This conference is the first of three COPs in rapid succession, setting a high bar for international collaboration on environmental goals, with COP 29 focusing on climate cha ...

Bridging the energy gap: How gas turbines support the global shift to renewables

As the world accelerates toward a more sustainable energy future, the transition is proving to be more complex and nuanced than a straightforward shift to renewables. While the growth of solar and wind capacity continues at a record pace, the need for reliable, flexible, and complementary energy sources remains critical. In this context, gas-fired power plants and turbines are ...

#MacroFriday: Flip or Flop? Swing states steal the 2024 spotlight!

Swing states, or battleground states, hold a pivotal role in U.S. presidential elections as their electoral votes can shift between Democratic or Republican candidates based on voter trends. These states are highly competitive, with narrow voting margins, making them unpredictable over time. This volatility drives political campaigns to pour a disproportionate amount of time, m ...

Fiery Flash: Sustainable packaging from the happiest nation

Yesterday, shares of Finnish company Huhtamäki rose approximately 8% following a positive reaction to its third-quarter results, with management signaling a gradual improvement in outlook.   Huhtamäki, though headquartered in Finland, operates in 37 countries worldwide and has notably invested in emerging markets in recent years. The company’s annual sales reach around EUR 4. ...

Big Tech and nuclear: A match made in heaven?

With the progression of the digital age, the need for data centers to store and process vast amounts of information is surging, largely fueled by tech giants.These data centers, which power everything from cloud computing to AI, require significant amounts of electricity to function, and their energy consumption is projected to grow substantially. Currently, data centers consum ...

TSMC says 'insane' AI demand is 'real'

This week's Fiery Flash is Taiwan Semiconductor Manufacturing Company, or TSMC. It is the world's largest independent semiconductor foundry, or computer chip bakery, producing integrated circuits for clients worldwide. As a pure-play foundry, it doesn't design its own chips but manufactures them for companies that do. Their clients include industry giants like Apple, NVIDIA, an ...

Wakeup call for offshore wind positioning

Europe plans to fill the North Sea with wind turbines capable of generating 300 GW of power. To call this an enormous task is an understatement. Approximately 20,000 wind turbines, each around 15 MW in capacity, will need to be installed. These structures stand about 145 meters tall, with blades adding an additional 120 meters. They weigh around 1,700 tons and are supported by ...

#MacroFriday: Taiwan's economic tides ebb and flow, as semiconductor index rides the waves

This week, one of the most important semiconductor-related company published their third quarter results, and the market responded favorably. This positive reception shouldn't come too much as a surprise, and here's why. There exists a striking correlation between Taiwan's economy and the global semiconductor industry, rooted in Taiwan's dominant position in chip manufacturing. ...

Investment Wisdom from Leading Investors

In this long read, we aim to honour some of the best-known investors who have shared their investment wisdom in various bestselling books and in-depth interviews by summarizing and shining some colour on some of their key investment quotes. Investment successes are not a consequence of luck or timing; instead, these successes are often the result of applying timeless principles ...