Zephyr Management, L.P.

Timothy Horsburgh, CFA and Anisha Bhardwaj present the ZW Research Team's latest thinking. Read more below for our current insights and outlook on global markets: Japan - You've Seen the Headlines, What's the Story? Japan is a crucial part of the global economy with little outward fanfare. The country doesn’t grab headlines the way the United States, China or India does, but it remains a world leader in many high-tech products and services that will shape the coming years.* Investors should have Japanese investments as part of a global allocation to ensure that they’re exposed to the innovation that is happening in Japan.* Healthcare, biotech, chemicals, autos and robotics are all industries that sprang up in Japan out of necessity to manage an aging population and shrinking workforce. Now that much of the rest of the world (including even some parts of India!) start to age, Japan’s natural strengths will become more important than ever.* *This statement is the opinion of the Zephyr Waterfield Research Team. #marketinsights #investment #japan #innovation #markets This content is intended for informational purposes only and does not constitute an offer to sell or invitation to purchase any securities or interests in any investment funds managed by Zephyr. The information provided herein is shared with the understanding that it is not meant to serve as a public invitation or endorsement to engage in any specific investment activity.

In response to the growing challenges African startups face in accessing reliable banking services for their US holding companies, Zephyr Africa has launched a dedicated treasury management service. “We understand the unique challenges of venture businesses in Africa,” said Lorcan O Cathain, Managing Director of Zephyr Africa. “Our goal is to ensure that African startups have access to attractive treasury management services, enabling them to focus on scaling their operations while we strive to safeguard and grow their reserves.” Read the complete story on TechCabal here: https://lnkd.in/gMu9jK75 #treasury #techcabal #Africa #startups #investing This content is intended for informational purposes only and does not constitute an offer to sell or invitation to purchase any securities or interests in any investment funds managed by Zephyr. The information provided herein is shared with the understanding that it is not meant to serve as a public invitation or endorsement to engage in any specific investment activity.

It was wonderful to have you at HQ, Aman! Thank you for sharing your valuable insights and experience 🚀

Tune into A Conversation on Semiconductors! Anisha Bhardwaj asks Timothy Horsburgh, CFA why and how to invest in the semiconductor trend. Read our research team's latest paper, Semiconductors Everywhere! National Security, Transportation, and AI, to learn more! Found here: https://lnkd.in/etbQaAdT #semiconductors #marketinsights #investment #AI #innovation #global This content is intended for informational purposes only and does not constitute an offer to sell or invitation to purchase any securities or interests in any investment funds managed by Zephyr. The information provided herein is shared with the understanding that it is not meant to serve as a public invitation or endorsement to engage in any specific investment activity.

Anisha Bhardwaj presents the ZW Research Team's new series: International Investing Insights. Let's take a look at preserving purchasing power! What is purchasing power? Why should investors care about it? Watch below to find out! #purchasingpower #investments #inflation #economics #investing This content is intended for informational purposes only and does not constitute an offer to sell or invitation to purchase any securities or interests in any investment funds managed by Zephyr. The information provided herein is shared with the understanding that it is not meant to serve as a public invitation or endorsement to engage in any specific investment activity.

Timothy Horsburgh, CFA and Anisha Bhardwaj present the ZW Research Team's latest thinking. Read more below for our current insights and outlook on global markets: "Artificial Intelligence is Power Hungry" You may have read our piece on semiconductors: https://lnkd.in/etbQaAdT Let's take that a step further. We've looked at semiconductors, but what are the other elements of the broader ecosystem to get excited about? Well, read below on why we are excited about energy's role in this industrial revolution. #energy #nuclearenergy #artificialintelligence #semiconductors #investing This content is intended for informational purposes only and does not constitute an offer to sell or invitation to purchase any securities or interests in any investment funds managed by Zephyr. The information provided herein is shared with the understanding that it is not meant to serve as a public invitation or endorsement to engage in any specific investment activity.

Big thanks to EO CHENNAI for their time! Read more from the Zephyr Waterfield Research Team here: https://lnkd.in/ec86Frjy! #research #globalinvesting #finance #wealth This content is intended for informational purposes only and does not constitute an offer to sell or invitation to purchase any securities or interests in any investment funds managed by Zephyr. The information provided herein is shared with the understanding that it is not meant to serve as a public invitation or endorsement to engage in any specific investment activity.

Curious? Read the full piece here: https://bit.ly/3XKnBYy #marketinsights #investment #semiconductors #AI #markets #innovation #global This content is intended for informational purposes only and does not constitute an offer to sell or invitation to purchase any securities or interests in any investment funds managed by Zephyr. The information provided herein is shared with the understanding that it is not meant to serve as a public invitation or endorsement to engage in any specific investment activity.

Timothy Horsburgh, CFA and Anisha Bhardwaj present the ZW Research Team's latest thinking. Read more below for our current insights and outlook on global markets: Semiconductors Everywhere! National Security, Transportation and AI Imagine going through a day without booting up a laptop, sticking in a pair of wireless earbuds, or scrolling through social media. Now consider the new everyday technologies we are starting to see: artificial intelligence powered digital assistants, self-driving cars, and advanced health wearables such as the Apple watch. All of this everyday tech has one key element in common… an insatiable demand for semiconductors. #marketinsights #investment #semiconductors #AI #markets #innovation #global This content is intended for informational purposes only and does not constitute an offer to sell or invitation to purchase any securities or interests in any investment funds managed by Zephyr. The information provided herein is shared with the understanding that it is not meant to serve as a public invitation or endorsement to engage in any specific investment activity.

Timothy Horsburgh, CFA speaks on how a "companies not countries" investment approach addresses the issue of a home bias and instead focuses on capturing innovation trends. Read our latest paper, Innovation is Global, So Why Invest Just Locally, found posted below to learn more! #marketenvironment #innovation #investments #global #equities #assetallocation #investing This content is intended for informational purposes only and does not constitute an offer to sell or invitation to purchase any securities or interests in any investment funds managed by Zephyr. The information provided herein is shared with the understanding that it is not meant to serve as a public invitation or endorsement to engage in any specific investment activity.