Totalreturn blog

That seems to be the motto of the world’s largest tech companies, as they continue to pour unprecedented sums into artificial intelligence. Investors, however, are drawing a line: patience is limited, and the clock is ticking for those who fail to deliver tangible returns. Last week, companies representing 44% of the S&P 500’s market capitalization […]

Did you know that digitalization not only brings innovation and, in many cases, convenience to our lives, but also emits a lot of harmful substances due to its enormous energy consumption, resulting in a huge carbon footprint? In 2020, this was on par with air travel, but by the end of 2025, it could double. […]

A few months ago, Elon Musk, Tesla’s founder, noted in an interview that the explosive growth of artificial intelligence (AI) faces three major constraints. “A year ago the bottleneck was chips; the next shortage will be high-voltage transformers. After that, it will be electricity itself. There simply won’t be enough power to run every chip.” […]

Increased military spending in the European Union due to the Russo-Ukrainian war starting in 2022 would change the position of Article 8 (light green) and Article 9 (dark green) funds. The growing geopolitical tensions have prompted the European Commission to launch the ReArm Europe/Readiness 2030 initiative, which aims to strengthen the EU’s military and defense […]

Data-driven allocation between risk and safety One of the biggest questions in the world of investing is knowing when to take risks – and when to retreat to safer assets. The strategy presented in this article aims to do exactly that: it helps determine when it’s better to be invested in riskier equities and when […]

Market Outlook, Key Trends, and Growth Drivers One of the best-performing megatrends of the year has been tied to the companies behind video game development. But what’s driving this surge? The world of video games has long since outgrown its traditional role as a niche entertainment sector. Today, it stands as a dominant, diverse, and […]