The combination of software and the move to cloud computing remains one of the largest secular growth trends we see, which is driving increased demand for scalable, cloud-based solutions across every sector of the economy.
In this episode of What Matters Most, we delve deep into the world of online sports betting, focusing on the global leader, Flutter. Research Analyst Katherine Bates joins us to discuss Flutter’s journey, its innovative strategies, and how it’s transforming the gambling landscape.
At Sands Capital we encourage our investment team to think in decades not quarters. Director of Research Michael Raab, CFA discusses how culture can support the visionary research needed to find businesses creating the future.
Nu Holdings’ Nubank focuses on driving financial inclusion among underbanked populations who lack sufficient access to mainstream financial services and products, including access to common banking services, such as credit cards or loans.
As we approach the end of 2024, we are excited about the transformative trends that are opening new opportunities for our portfolio businesses and the markets they serve.
Power constraints represent a notable but addressable challenge for the continued growth of artificial
intelligence. While deficits are likely to emerge, our research indicates they should remain manageable through 2027.
As allocators increasingly overweight U.S. equities, we remind them that some of the best growth businesses lie outside the United States. These businesses provide differentiated growth potential, and can also help mitigate downside risk within a diversified portfolio.
Hear Sands Capital's take on the resurgence of emerging markets in this short video highlighting past struggles, recent progress, and why we are optimistic about this asset class.
Listen to Sands Capital's take on the nuances of investing in emerging markets, and the significance of selectivity and understanding growth opportunities.
History suggests that markets trend upward regardless of who’s in the White House and who controls Congress. That said, given today’s geopolitical, economic, and social crosscurrents, we believe that selectivity will become increasingly important.
The combination of software and the move to cloud computing remains one of the largest secular growth trends we see, which is driving increased demand for scalable, cloud-based solutions across every sector of the economy.
Generative artificial intelligence has been gaining traction across industries, powering an explosive demand for computing power and systems that could enable new use cases for businesses, schools, consumers, and society in general.
