A wave of strategic patent acquisitions over the past 18 months bear witness to the “patent arms race” that is ensuing as technology companies scramble for ways to defend their intellectual property (IP). We became fascinated with this burgeoning trend a little over a year ago and have continually asked ourselves how we might be able to position our clients to profit from it. https://www.seasoninvestments.com/insights/thermonuclear-patent-wars/
The global slowdown and specific concerns over China’s economy have resulted in Chinese equities being one of the worst performing markets this year. This weakness largely reflects the market’s uncertainty surrounding the soft or hard landing debate. We believe the underperformance has left China’s market very attractive from a valuation standpoint. https://www.seasoninvestments.com/insights/shanghai-hanging-low/